Archive · 12 Jan 2026
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.
The Financial Planning Association (FPA) launches FPAi, a content library to help financial planners understand and use AI.
FPAi includes blogs, videos, product demonstrations, and trending AI industry content.
The FPA is partnering with Capital Investment Advisors, and its managing partner, Matt Reiner, will speak about AI at FPA conferences.
Reiner advises financial planners to use AI as an augmented assistant but to be cautious about data privacy and AI limitations.
FPAi will initially be available to the public but will later be restricted to FPA members.
- Who
- Financial Planning Association (FPA) and Capital Investment Advisors
- What
- Launch of FPAi, a content library to help financial planners understand and use AI
- When
- Present (launching today)
- Where
- United States (FPA conferences and online)
- Why
- To support financial planners in adopting AI technology and addressing data privacy concerns
- Organization
- Financial Planning Association (FPA)
- Resource Name
- FPAi
- Resource Type
- Content library (blogs, videos, product demos)
- Partnership
- Capital Investment Advisors
- Speaker
- Matt Reiner (Managing Partner, Capital Investment Advisors)
- Access
- Initially public, later restricted to FPA members
- AI Caution
- Avoid feeding personally identifiable information into AI programs
- AI Limitation
- AI is a tool, not a complete solution