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.