Business
The College for Financial Planning®—a Kaplan Company Launches AI-Driven Wealth Management Professional Assistant for Financial Advisors
CENTENNIAL, Colo., September 30, 2025--The College for Financial Planning—a Kaplan Company has launched the Wealth Management Professional Assistant for financial advisors.
About this update from Graham Holdings Company
[{"type":"image","alt":"","displaySize":"","headline":null,"caption":"","credit":null,"className":"","disableSlideshowImg":false,"size":{"original":{"width":480,"height":381,"url":"https://media.zenfs.com/en/business-wire.com/58f3d56994daebfcabfd1383f655e670"},"resized":{"url":"https://s.yimg.com/ny/api/res/1.2/fD67BPG7tz7Pls9fZQTywA--/YXBwaWQ9aGlnaGxhbmRlcjt3PTk2MDtoPTc2MjtjZj13ZWJw/https://media.zenfs.com/en/business-wire.com/58f3d56994daebfcabfd1383f655e670","width":480,"height":381}},"lazy":false},{"type":"text","content":"CENTENNIAL, Colo., September 30, 2025--(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.","length":670,"tagName":"p"},{"type":"text","content":"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.","length":374,"tagName":"p"},{"type":"text","content":"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.","length":516,"tagName":"p"},{"type":"text","content":"Dirk Pantone, president of the College, said:","length":45,"tagName":"p"},{"type":"text","content":""The CFFP Wealth Management Pro...