Candidates hoping to become certified financial planners will have help from a new preparation tool that is powered by artificial intelligence, ThinkAdvisor reports. The Certified Financial Planner Board of Standards announced the launch of CFP® Exam Practice App, its...
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CFP Board
CFP Board raises annual renewal fee, citing need to maintain competitive edge
Certified financial planners will be paying higher fees starting next fall under an increase announced by the CFP Board that will help fund expanded marketing efforts. The board approved a $120 hike that raises the annual fee of CFP certification and renewal to $575. ...
CFP Board launches initiative to increase presence of women in financial planning profession
A new initiative to boost the number of women in the financial planning profession has been launched by the Certified Financial Planner Board of Standards. In a news release, the CFP Board announced it has begun a comprehensive program known as Accelerate &...
CFP Board proposes revising certification rules for those with prior bankruptcies, misdemeanors
A new proposal by the CFP Board is aimed at improving the process for evaluating candidates for CFP® certification, InvestmentNews reports. The proposed changes to the board's Procedural Rules involve assessing the ethical fitness of individuals seeking certification...
CFP Board publishes Generative AI Ethics Guide for financial advisors
As more financial advisors utilize artificial intelligence in their practices, they now have additional guidance to help them adapt to the technology. The Certified Financial Planner Board of Standards announced that it has published the Generative AI Ethics Guide: A...
