The credential-granting body for planners is launching a multi-year strategy that includes research, industry partnerships, ...

Called Accelerate & WIN, the initiative includes a number of educatio and research programs designed to increase the presence and leadership of female CFP planners. the board said. Women currently ...

Recognizing the growing use of artificial intelligence by financial advisors, this week the CFP Board released a "Generative AI Ethics Guide." The guide, which includes a checklist for upholding ...

In separate CFP Board research, the board found that “women harbor misperceptions about the financial planning profession” that may be holding them back from becoming financial advisors. The survey ...

The U.S. News Financial Advisor Finder can help you narrow down the best financial advisors in the Sun Prairie, Wisconsin area. Sun Prairie has up to 27 advisors to choose from and using our filters ...

The U.S. News Financial Advisor Finder can help you narrow down the best financial advisors in the Lone Tree, Colorado area. Lone Tree has up to 973 advisors to choose from and using our filters for ...

SmartAsset analyzed the significance of the state-by-state figures on certificants, although some experts say geographic ...

The  CFP Board has published a guide to assist professionals in using generative artificial intelligence (AI) in their professional services.