The board said it will unveil programs this year to increase the representation of women in the advisory industry.
What does this Advisor Specialize in? Find a financial advisor who specializes in the area of expertise you require. It's important to find an advisor who can help you approach your personal and ...
The Generative AI Ethics Guide provides a checklist to help safeguard confidentiality, verify the accuracy of AI-generated ...
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Women Lead Household FinancesWASHINGTON--(BUSINESS WIRE, Feb. 18, 2025)--Women are significant financial contributors to their households and increasingly play a key role in household financial decision-making, according to ...
unlock efficiencies and enhance the value financial advisors bring to their clients,” said CFP Board CEO Kevin R. Keller, CAE. “The Generative AI Ethics Guide helps 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 ...
What does this Advisor Specialize in? Find a financial advisor who specializes in the area of expertise you require. It's important to find an advisor who can help you approach your personal and ...
More than two-thirds of women, or 69%, report being their households’ primary decision-maker regarding investment choices, according to a CFP Board report published last week. That increased ...
This newly-listed Baltimore pad offers buyers plenty of space — especially now that Kevin Spacey is off the premises. The “House of Cards” actor’s Inner Harbor waterfront home went on sale ...
Kevin Keller knew the CFP Board was getting its message across when he saw the popular New York Times columnist Tom Friedman start off one of his recent columns with a reference to one of its ad ...
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