"And yet, in a new study from New York University's Stern School of Business and GoodFin, an AI-powered wealth management platform, advanced AI like Gemini 2.5 Pro and Claude Opus passed the exam with flying colors. What would've taken a human 1,000 hours of studying over multiple years took AI a matter of minutes. Just two years ago, analysts were saying that it would never be able to pass the exam."
"But Anna Joo Fee, founder and CEO of GoodFin, which contributed to the research but did not fund it, told CNBC, "There are things like context and intent that are hard for the machine to assess right now. That's where a human shines, in understanding your body language and cues." That didn't stop social media from having all sorts of reactions."
"One LinkedIn user called the news both an "impressive milestone" and "a little eye opening." They wrote in a comment: "It doesn't replace the human side of financial advising, but it does raise big questions about how the role of advisors and analysts will evolve in the near future." "AI passing the CFA in minutes while humans cry over flashcards for years? At this point, the calculator deserves a corner office," another joked."
Advanced AI models previously able to pass only the first two CFA exam sections have now passed the full three-part exam, including the essay component. A study from New York University's Stern School of Business and GoodFin found models like Gemini 2.5 Pro and Claude Opus completed the exam in minutes, compared with roughly 1,000 human study hours over multiple years. Observers note the result demonstrates rapid AI capability growth and raises questions about potential impacts on finance roles. GoodFin CEO Anna Joo Fee emphasized humans retain advantages in assessing context, intent, body language, and cues. Social media reactions ranged from impressed to skeptical.
Read at Fast Company
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