CFP Board Publishes Technology Guide for CFP® Professionals
WASHINGTON, Jan. 25, 2024 /PRNewswire/ -- CFP Board has published the Guide to CFP Board's Technology Standard , a comprehensive resource to assist CFP® professionals in selecting, using and recommending technology for client service, including advanced artificial intelligence (AI) tools.
- WASHINGTON, Jan. 25, 2024 /PRNewswire/ -- CFP Board has published the Guide to CFP Board's Technology Standard , a comprehensive resource to assist CFP® professionals in selecting, using and recommending technology for client service, including advanced artificial intelligence (AI) tools.
- "The Guide to CFP Board's Technology Standard helps CFP® professionals navigate evolving technology while adhering to our standards," said CFP Board CEO Kevin R. Keller , CAE.
- CFP Board also published a checklist for CFP® professionals to use when evaluating their technology platforms, determining whether to add or replace technology or selecting vendors.
- "The Guide to CFP Board's Technology Standard is a valuable resource for CFP® professionals, offering practical insights for responsible use of cutting-edge technology," added Matthew Schulte, Head of Financial Planning, eMoney Advisor.