AI Usage Statement
At CFA Institute, we recognize the potential of artificial intelligence (AI) in enhancing our offerings, improving operational efficiency, and delivering greater value to our stakeholders. We are committed to the ethical, transparent, and responsible use of AI technology while promoting the highest standards of ethics, education, and professional excellence in the investment industry.
AI technologies are used selectively and thoughtfully across our organization to support operational efficiency and to enhance our offerings and publications.
Importantly, AI is not used to independently generate credentialing content, grade exams, or make decisions with high-stakes implications for our members or candidates.
Our primary areas of AI use include:
- AI assists in streamlining internal workflows, such as summarizing meeting notes, categorizing data, creating marketing collateral, and automating routine business processes.
- AI may support content tagging, search optimization, and content recommendation systems to help users navigate the vast array of educational resources we provide.
- AI-enabled chatbots or support systems may assist users with routine inquiries and service navigation, with escalation paths to human representatives.
- AI tools assist us in reviewing, revising, updating and repurposing CFA Institute content to create new certificates, short courses, member educational offerings reflecting evolving learning styles, format and presentation.
- AI tools assist us in the process of creating and curating alternate forms of content from existing materials.
Our Commitment to Responsible AI Use CFA Institute is committed to transparency, accountability, and ethical AI use. Our guiding principles include:
Human Oversight: All content is developed, reviewed, and approved by qualified human experts. AI may support internal drafting or editorial processes but does not autonomously produce educational or testing content.
Intellectual Property Protection: We safeguard the integrity and confidentiality of our proprietary materials and do not export data or content to external large language models.
Privacy and Compliance: We uphold applicable global data privacy standards (e.g., GDPR) and ensure AI systems respect user confidentiality and data security.
Transparency: We disclose the use of AI where appropriate and ensure our stakeholders understand when and how AI is applied.