The College for Financial Planning®—a Kaplan Company Launches AI-Driven Wealth Management Professional Assistant for Financial Advisors

CENTENNIAL, Colo.--(BUSINESS WIRE)--The College for Financial Planning—a Kaplan Company has launched the Wealth Management Professional Assistant, leveraging artificial intelligence, designed to enhance the efficiency and effectiveness of financial advisors when serving clients. Built on the College’s trusted educational content, the CFFP Wealth Management Professional Assistant provides financial professionals with on-demand access to up-to-date information and scenario-based guidance. The tool is intended to complement advisors’ expertise, offering quick fact checks, conceptual refreshers, and support in navigating complex client questions.

The launch of the Professional Assistant comes on the heels of a recent Advisor360° survey highlighting a dramatic shift in financial advisors’ views on artificial intelligence. A strong 85 percent of advisors now say AI is helpful to their practice, up from 65 percent just a year ago, and 76 percent report experiencing immediate benefits from generative AI–enabled tools.

In response to the changing sentiment among financial advisors, the CFFP Wealth Management Professional Assistant functions as an interactive resource: Advisors enter their questions and receive clear, reliable answers in real time. For straightforward inquiries, such as retirement distribution rules or the impact of recent legislation, the tool delivers quick responses. In more complex cases, it further prompts advisors with clarifying questions, ensuring that the guidance is tailored to the situation at hand.

Dirk Pantone, president of the College, said:

“The CFFP Wealth Management Professional Assistant represents a significant step forward in integrating AI responsibly into the financial services profession, enhancing advisor capabilities and client outcomes. By leveraging the College for Financial Planning’s trusted and continually updated content, the Professional Assistant enables financial advisors to save time, deliver superior client services, and remain knowledgeable in an ever-evolving industry.”

Financial advisory and wealth management firms, as well as independent advisors, can visit the Professional Assistant website to learn more and purchase a monthly subscription.

Reporters interested in covering this launch can contact Russell Schaffer at [e-mail]

About the College for Financial Planning^®—a Kaplan Company

Founded in 1972, the College for Financial Planning^®—A Kaplan Company provides accessible and flexible degree, non-degree, and continuing professional education programs to students nationwide. Shortly after its founding, the College introduced the CERTIFIED FINANCIAL PLANNER™ certification, which is now the world's most recognized and respected financial planning credential with more than 100,000 certified professionals. The College for Financial Planning is accredited by the Higher Learning Commission and is a member of the North Central Association. More than 200,000 students have graduated from the College’s programs. The College is part of global education company Kaplan. For more information, visit www.cffp.edu.

Note to editors: Kaplan is a subsidiary of Graham Holdings Company (NYSE: GHC)