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CFP Board Taking Deeper Dive on AI Guidance in Financial Planning

By Rob Burgess June 13, 2025 Financial Planning

CFP Board has launched a new AI Working Group, convening industry leaders June 10-11 in Washington, D.C., to assess how AI is impacting financial planning. The group is tasked with developing ethical, regulatory and practical guidelines to ensure that AI enhances the human-centric nature of financial advice, building on its earlier Generative AI Ethics Guide.

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Financial Planning
Rob Burgess
June 13, 2025