JFP Article: Can AI Agents Improve Financial Decisions and Conversations?

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Most clients will want to interact with a human adviser, but virtual behavioral coaches may support planners and clients in achieving better outcomes

Issue: May 2025
By: Chris Heye, Ph.D.

Competency Level: Intermediate
FPA Competency: Professionalism
CFP Board Topic: N/A
CFP Board CE Credit Hours: 0

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Can AI Agents Improve Financial Decisions and Conversations?
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Select the "Read Article" button to begin. Most clients will want to interact with a human adviser, but virtual behavioral coaches may support planners and clients in achieving better outcomes
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