Advisor Tech Talk (Week of 12/2/25)

CFP Board’s Harnessing AI in the Financial Planning Profession report highlights how artificial intelligence (AI) can improve efficiency, client insights and service delivery while preserving human-centered decision-making. Informed by insights from CFP Board’s AI Working Group, the report recommends that candidates for CFP® certification and education programs integrate ethical AI use with interpersonal skills to prepare for the profession’s future.

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