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Read the September 2023 CFP Board Report Newsletter

September 21, 2023

The September 21, 2023, edition of the CFP Board Report Newsletter includes:

  • Share Your Feedback on Proposed Revisions to Sanction Guidelines and Fitness Standards
  • CFP Board Survey: Investors Trust AI More Than Social Media, But Advice Still Needs Advisor Verification
  • Order Your Copy of New Practitioner Resource Guide, a Companion to The Psychology of Financial Planning
  • Foundation for Financial Planning Study Makes the Case for Pro Bono Financial Planning
  • From 3 Things Full-Time Caregivers Should Consider
  • Fall Scholarship Application Cycle Now Open
  • Call for Papers for 2023 Academic Research Colloquium, Dec. 7-8
Read the CFP Board Report Newsletter


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