WASHINGTON, February 11, 2025--(BUSINESS WIRE)--CFP Board today announced results from the inaugural Financial Planning Longitudinal Study, a decade-long, academic research initiative. The initial ...

A Checklist for Upholding the Code and Standards, a comprehensive guide to assist CFP® professionals in using generative artificial intelligence (AI) in their professional services. The guide ...

The inaugural Financial Planning Longitudinal Study finds significant advantages in financial preparedness among CFP ® professional-advised clients: 78% of clients advised by CFP ® professionals ...

WASHINGTON, February 25, 2025--(BUSINESS WIRE)--CFP Board has published the Generative AI Ethics Guide: A Checklist for Upholding the Code and Standards, a comprehensive guide to assist CFP ...

CFP Board today announced results from the inaugural Financial Planning Longitudinal Study, a decade-long, academic research initiative. The initial findings reveal that Americans who work with ...

The Generative AI Ethics Guide outlines practical steps for CFP ® professionals to address privacy concerns, data integrity and potential biases, helping maintain the trust and quality clients ...

CFP Board has published the Generative AI Ethics Guide: A Checklist for Upholding the Code and Standards, a comprehensive guide to assist CFP ® professionals in using generative artificial ...

In less than a week, the CFP's management committee will meet in Dallas to begin a thorough review of the inaugural 12-team field. Athletic directors in the Big Ten and SEC will first have a ...

She writes about small business, personal finance, technology, and more. Samantha (Sam) Silberstein, CFP®, CSLP®, EA, is an experienced financial consultant. She has a demonstrated history of ...

Another method is to check the SEC website or look into the financial professional's credentials; a certified financial planner (CFP) professional, for example, is obligated to act as a fiduciary ...