The board said it will unveil programs this year to increase the representation of women in the advisory industry.

The nonprofit's checklist aims to help advisors effectively use the technology in their firms and emphasizes confidentiality, ...

A good financial advisor can help you grow your wealth, but the wrong one will charge high fees and promise big returns but ...

The CFP Board of Standards has released a generative AI ethics guide to help advisors incorporate this new technology into their business while adhering to a fiduciary’s best practices. The eight-page ...

David Ware, CFP®, Retirement Advisor at Ware Financial in Longview, TX has attained their CFP® certification, the standard in ...

DeepSeek is the Chinese Artificial Intelligence (AI) equivalent to OpenAIs ChatGPT, GROK, or CoPilot here in the United ...

An expert from CFP Board shares why women often experience setbacks in saving, and how younger generations can break this ...

By Tony Duckworth, Sr., [email protected] CFB. Power 4 college football has evolved into a different version than anyone envisioned. Membership in the ACC, BIG10, BIG12, and SEC drastically ...

The guide should assist CFPs in complying with the duty of care standards outlined in the board’s code of ethics and standards of conduct.

The Generative AI Ethics Guide provides a checklist to help safeguard confidentiality, verify the accuracy of AI-generated ...

Duquesne University launches Financial Planning Track in Fall 2025. Students gain resources from Duquesne's Investment Strategy Institute. A new undergraduate track Duquesne University plans to unveil ...