Artificial intelligence (AI) is becoming an increasingly valuable part of everyday practice, and many CFP® professionals are exploring how AI tools can streamline routine tasks, enhance efficiency and create more time to focus on delivering thoughtful, human-centered advice.
CFP Board’s Generative AI Ethics Guide is designed to support you in integrating AI confidently and responsibly. The guide outlines appropriate uses of Generative AI, including:
Summarizing Client meetings and documents (while maintaining confidentiality);
Conducting preliminary research to assess strategies and investments that are in the Client’s best interests;
Improving the clarity and comprehensibility of communications;
Generating ideas for building or improving a successful brand.
Generative AI can be a powerful tool to enhance your practice. As with any technology, thoughtful oversight is essential. CFP® professionals remain responsible for their final work product and should consider the limitations and potential risks of AI tools as part of their professional judgment.
Read the Generative AI Ethics Guide to learn more about how to effectively integrate Generative AI into your practice while adhering to the Code of Ethics and Standards of Conduct.
Explore Compliance Resources for the Code and Standards
To help CFP® professionals understand and comply with the Code of Ethics and Standards of Conduct, CFP Board has developed a robust Resource Library that contains a variety of guidance resources, including compliance checklists, FAQs and short videos addressing key elements of the Code and Standards.
Financial Planning Review: 'Time Preferences, Financial Self-Efficacy, and Financial Literacy: Relationships With Financial Well-Being Indicators'
In recent years, efforts to improve consumers’ financial outcomes have increasingly focused on the concept of financial well-being. In the March 2026 issue of Financial Planning Review (Volume 9, Issue 1), researchers look at how factors such as financial literacy and time and risk preferences affect financial well-being. The findings offer insights into how financial planning practitioners can incorporate their clients' time preferences, confidence and financial literacy into individualized strategies to help them reach their financial goals.
Free Access to New Research
Financial Planning Review, published by Wiley and housed in CFP Board Center for Financial Planning, features original research that advances the body of knowledge in financial planning and related disciplines. Now part of Wiley’s Open Access portfolio, every article published since January 1, 2025, is free to read, download and share. Explore leading research offering new perspectives and applications for financial planners and educators.
Tax Tip: IRS, Treasury Release FAQs on New Deduction for Overtime Pay
In late January, the Department of the Treasury and the Internal Revenue Service issued Fact Sheet 2026-01, addressing frequently asked questions about the new deduction for qualified overtime compensation enacted under the “One Big Beautiful Bill Act."
For tax years 2025 through 2028, individuals who receive qualified overtime compensation may deduct the amount that exceeds their regular rate of pay (generally, the “half” portion of “time-and-a-half” compensation) when it is reported on a Form W-2 or Form 1099.
The fact sheet contains additional information about the deduction, provides resources to help employees determine whether they received qualified overtime compensation and offers information about the differences in reporting requirements for tax year 2025 and 2026-2028. Read more here.
Webinar: Understanding the New Competency Standards
CFP Board leadership shared the updated Competency Standards, recently approved by the CFP Board of Directors. This session walks through the changes, implementation timelines and impacts, and explains how the updated standards support the evolving practice of financial planning.
Webinar:The 2025 Financial Planning Longitudinal Study
Researchers Stuart J. Heckman, Ph.D., CFP®, CFA® and Sonya Lutter, Ph.D., CFP®, LMFT share findings from the first two years of CFP Board’s 10-plus year Financial Planning Longitudinal Study, which examines how working with a CFP® professional affects client outcomes. This session highlights evidence-based insights into financial wellness across behavioral, cognitive and emotional dimensions; explores how financial planning interventions influence resource management, psychological well-being and overall financial satisfaction; and offers practical ways to apply these insights to improve client outcomes.
At CFP Board, we believe each employee contributes directly to our organization's growth and success. We're currently looking to fill several positions in our Washington, DC, office. View the list of currently open positions, and please share these opportunities with your colleagues who may be interested.
