CFA Institute Researches AI’s Impact on Testing and Curriculum

Some of the CFA Institute’s research is focusing on the ethical use of AI, which can help investment professionals enhance decision making and better understand their clients.

“If you think about our code and standards, one is that you’re able to essentially show your work, defend how you made investment decisions,” Franklin said, adding that there’s a need to understand how generative AI is being used. “That introduces a different level of responsibility.”

The AI theme could eventually be added into the curriculum, she said, but the effort is still in just in the research stage for now.

The exam is always subject to changes. While climate and transition risks weren’t even a consideration a few years ago, about 15% of ESG considerations are now weaved throughout the exam, Franklin said.

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