Distinguishing between various distinctions, such as CFP® vs. CPA, is key to making sure you receive the best advice. Two of the most recognizable financial credentials are the CPA license and ...

The Accelerate & WIN program includes research, webinars, virtual events, and more, to address female underrepresentation in ...

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 ...

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

The CFP has been out there ... They see this as a great opportunity for the people they license. The CFA has three levels and they were always the same forever. And level three now has an option ...

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 ...