Skip to main content
Black calendar icon

October is National Financial Planning Month — Watch CFP Board Chair Liz Miller on GMA & Download the Toolkit

In the News

9 Traps to Avoid With Planning Tools: CFP Board

By John Manganaro April 24, 2024 ThinkAdvisor

No matter the financial planning technology they use, financial advisors must understand their chosen tools and protect client privacy, as emphasized in a recent webinar by CFP Board. Leo Rydzewski, CFP Board general counsel, and Jonathan Black II, assistant general counsel, led the discussion, stressing the importance of technological competence and privacy protection.

Read more at ThinkAdvisor

ThinkAdvisor
John Manganaro
April 24, 2024