Certified Financial Planner Board of Standards Inc.
01/26/2026 | Press release | Archived content
A Practical Guide to Integrating Financial Planning Software
Integrating financial planning software requires defining clear objectives, evaluating vendors for data connectivity and security features, and implementation through phased rollouts with proper training. CFP Board sets standards and best practices for CFP® professionals navigating technology integration in their practice.
Ask.comEditorial Staff January 26, 2026
Certified Financial Planner Board of Standards Inc. published this content on January 26, 2026, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on February 04, 2026 at 16:17 UTC. If you believe the information included in the content is inaccurate or outdated and requires editing or removal, please contact us at [email protected]