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Financial Planning Association Introduces FPAi Authority

In a move set to revolutionize the way financial planners engage with emerging technologies, the Financial Planning Association (FPA) has announced the launch of the FPAi Authority. This innovative initiative aims to provide members with essential education and tools related to artificial intelligence (AI), aligning with a significant trend where nearly 50% of Americans express a preference for financial advisers who are proficient in AI technologies.

Understanding the Need for AI in Financial Services

According to a study by Northwestern Mutual, there's a growing demand for financial advisers who not only understand AI but actively leverage it in their client interactions. As the financial landscape evolves, so does the necessity for professionals to adapt to these advancements, ensuring that they meet the expectations of an increasingly tech-savvy clientele.

To address these needs, the FPA has partnered with Capital Investment Advisors to curate a comprehensive content library under the FPAi Authority banner, which officially launches in January 2026. This resource center will feature a diverse collection of educational materials, including informative videos, blog entries, AI product demonstrations, and insights into the latest AI trends. The objective is to empower financial planners with the knowledge they need to integrate AI tools into their practices efficiently.

Key Features of the FPAi Authority

At its core, the FPAi Authority is designed to foster understanding and utilization of AI technologies among financial planners. Key features include:

• - Curated Content Library: A rich collection of resources such as videos, blog posts, and AI product demos to enhance learning.
• - Expert Talks: In 2026, Matt Reiner, CFP®, CFA®, the Managing Partner of Capital Investment Advisors, will share his insights on AI across all FPA national conferences, including significant events like FPA LEAD 2026 and FPA SUMMIT 2026.
• - Educational Webinars: Regular webinars hosted on the FPA's online learning platform to deepen members' understanding of AI and its applications in financial planning.
• - Collaborations with Tech Companies: The FPA will partner with various financial technology firms to offer members discounted access to AI tools, ensuring affordability and accessibility.

Dennis Moore, CFP® and CEO of FPA, emphasizes that the objective is not to replace financial planners but rather to enhance their capabilities, allowing them to uncover deeper insights and efficiencies that improve client relationships. “When used wisely, AI can provide financial planners with tools that enhance human advice rather than diminish it,” he said.

From Curiosity to Capability

With the establishment of the FPAi Authority, the initiative aims to shift financial planners from merely being curious about AI to actively implementing it within their practices. Matt Reiner reinforces this vision, stating, “Great advice has always been human, and AI should make it more so, not less.” This comprehensive approach includes practical tools and workflows that not only educate but also facilitate better service delivery to clients.

Continual Updates and Resources

The FPAi Authority will keep members engaged with regular updates. Initially, the platform will include product demos of AI tools like Lindy AI and Tracelight AI, as well as posts from Reiner's The AI Edge Blog. Members can also access videos addressing topical AI issues affecting the finance sector and the FutureProof Advisor Newsletter, aimed at keeping them informed.

As the financial sector navigates the rapid evolution brought on by artificial intelligence, the FPAi Authority stands as a beacon of professional development and innovation. For more information on this initiative, interested parties can visit the FPA's website.

About the Financial Planning Association

The Financial Planning Association® (FPA®) is the foremost membership organization and trade association for CERTIFIED FINANCIAL PLANNER® professionals. It serves as a partner in enhancing members’ professional fulfillment through practice support, learning, advocacy, and networking. To learn more about the FPA's initiatives and resources, visit financialplanningassociation.org.