CFP Board to host Technology Standard Webinar

CFP® Board Updates

On April 17, 2024, the CFP Board will host the “Guide to CFP Board’s Technology Standard” webinar.

The webinar will provide a comprehensive breakdown of the recently released “Guide to CFP Board’s Technology Standard.  This guide is a resource to assist CFP® Professionals in complying with the “Duty When Selecting, Using and Recommending Technology.”  The guide applies to all technology used to serve clients, including the use of advanced artificial intelligence (AI) tools.

You can download the technology guide here:

You can register for the webinar here: