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Publications in ESG: From Idealism to Integration
Over the last two decades, ESG (Environmental, Social, and Governance) has evolved from a niche movement to a defining force in modern finance. But as new research shows, ESG may be entering a new and more honest phase. In early studies such as Chen, Song, & Gao (2023), strong ESG scores were found to boost financial…
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AI in Fiduciary Documentation: Navigating Risks and Maximizing Benefits
Overview As the financial advisory profession approaches 2025, advisors and CFP graduate students must critically evaluate the integration of artificial intelligence (AI) into fiduciary documentation practices. AI technologies offer substantial potential to streamline operations, automate routine documentation tasks,…
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Did You Know? Renewing Your Designation
Did You Know? Renewing Your Designation To renew your designation, log in to your account at https://home.kaplanlearn.com/. Select the designation icon on the left side of your screen and click the renew button. If the blue renewal button isn't visible or you need password assistance, use the online password reset option…
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Officially Passed CFP Exam - What I learned to finally make it
Here is an old post I shared in another forum for those studying for the exam. Persistence after mistakes and failures Practice questions for repetition (They ain't lying go over the (thousands of) practice bank questions twice Focus away from distractions in life Hiatus Support from family, employer(s), social media, and…