CFP Board forms AI Working Group

The CFP Board has convened a new AI Working Group to address the technology’s place in…

CFP Board Forms AI Working Group, Appoints New Head of Technology

The CFP Board is forming an AI Working Group to investigate how artificial intelligence is changing…

CFP Board CEO on Financial Planning’s Evolution and Diversity Push

https://www.suzannesiracuse.com/ Suzanne Siracuse, Founder and CEO of Suzanne Siracuse Consulting, LLC, specializes in advising financial services…

CFP Board launches expedited bankruptcy, misdemeanor reviews

New procedural rules announced last week by the CFP Board, set to take effect May 23,…

CFP Launches AI-Driven Exam Prep Tool

The CFP Board announced on Monday the availability of an artificial intelligence-backed exam preparation tool for…