Archive · 12 Jan 2026

FPA Launches AI Resource Hub for Financial Planners

FPA Launches AI Resource Hub for Financial Planners

The Financial Planning Association (FPA) has created a new resource called FPAi to help financial planners learn about artificial intelligence (AI).

This resource includes blogs, videos, and product demonstrations to make AI easier to understand.

The FPA is working with a company called Capital Investment Advisors, and its managing partner, Matt Reiner, will talk about AI at FPA conferences.

Reiner says many financial planners are already using some AI but are worried about data privacy and regulations.

The FPAi content will first be available to everyone but will later be only for FPA members.

Reiner advises financial planners to use AI as a helpful tool but to be careful not to trust it completely or share personal information with it.

He also says AI works best when given clear and complete information, just like working with a human assistant.

Sources