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

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, ...

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.

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 ...

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.

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 ...