CFP Board Highlights the Value of Human Advice as AI Rapidly Grows

CFP Board recently provided comments to lawmakers on the role of artificial intelligence (AI) in financial services. Drawing on the work of CFP Board’s AI Working Group, including its October 2025 Report, Leading the Future: Harnessing AI in the Financial Planning Profession, and the Generative AI Ethics Guide, CFP Board shared perspectives on responsible AI adoption in financial planning, including the importance of consumer trust, human judgment, ethical standards, data privacy, model risk, governance, risk-based regulation and workforce development.

CFP Board emphasized that AI should strengthen, rather than undermine, the trusted relationship between financial planners and the clients they serve.

Read CFP Board’s full response.