Using technology in your practice
Kimberly Briggs, WMS, and Dennis Briggs, CFP®, discuss the evolution of technology and how they integrate technology into their practice.Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.