AI is here. This group wants to help financial planners prepare.

Subscribe to enjoy similar stories. Like it or not, artificial intelligence is here to stay, and financial planners are going to have to start thinking about how they can use it to support their practices. The Financial Planning Association has some ideas.

Today, the FPA, whose members are Certified Financial Planners, is launching FPAi, a content library of resources such as blogs and videos to help advisors get more familiar with the technology. The association is undertaking the AI project in partnership with Capital Investment Advisors, whose managing partner, Matt Reiner, is planning to speak about AI at all of the FPA’s 2026 conferences. Reiner says he believes the advisory industry is already “fairly comfortable with AI in general," and that many practitioners are already using some kind of artificial intelligence in their personal or professional lives.

“I think much of the angst, as is to be expected and logical, comes from the data-privacy lens," he says. “And then you layer on top of that the fact that this is all moving so fast and there is minimal guidance as to how regulators are going to view AI utilization, and you have many people hesitant to really jump all in." He says he expects that as regulatory guidance emerges, firms will begin to get comfortable with more advanced AI deployments. The FPA’s new content library aims to help with that effort.

Some of the materials will include product demonstrations and trending content from the AI industry. The FPA is also working with several fintech companies that will offer members discounted AI tools and services. An FPA representative says the content will at first be available to the general public, but over time access will be restricted to FPA members.