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Advisor Upside

AI Bots Passed the CFA Level III Exam. An Estate-Planning Test Was a Different Story

Photo by Nguyen Dang Hoang Nhu via Unsplash

Performance gaps underscore the critical need for continued human oversight in financial decision-making.

2 min read

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Advisor Upside

CFA Final Exam Success Rate Drops to Below 50%

The pass rate for the notoriously taxing final level of the chartered financial analyst exam fell further below the decade average of 52%.

2 min read

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