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

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.

“We recognize that changes to the competency standards can significantly shape the future of the profession,” says CFP Board CEO Kevin Keller. “That’s why input from ...

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

Certified Financial Planner Board of Standards, Inc. (CFP Board), a nonprofit organization with more than 100,000 CFP® professionals who have made a commitment to meet CFP Board’s ethical and ...

The Certified Financial Planner Board of Standards has launched the Financial Planning Hall of Fame, an initiative recognizing people who have made groundbreaking contributions to the financial ...

“It builds trust and credibility, showing clients and employers that a financial professional has met rigorous standards for ethics, education, and experience,” he says. The CFP Board ...

WASHINGTON--(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 ® professionals in using ...

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 the Financial Planning ... accomplishments have transformed the profession, elevated its standards and enhanced its impact on society. The nomination period is open ...

This financial industry Hall of Fame “is uniquely focused on recognizing those who have shaped the future of holistic financial planning in meaningful and enduring ways,” according to the CFP.

WASHINGTON, February 20, 2025--(BUSINESS WIRE)--CFP Board today announced the Financial ... have transformed the profession, elevated its standards and enhanced its impact on society.