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Guidance from FPSB affiliate organizations to get you through today – and where you want to go tomorrow.

Follow the Global Conversation for #WFPD2020

Financial planning is the process of developing strategies to manage multiple aspects of your financial situation to help achieve your life goals.

Watch video to learn more about the benefits of financial planning: https://bit.ly/3niccNF

#CFP #financialplanning

Two-thirds of CERTIFIED FINANCIAL PLANNER professionals shared in FPSB’s Future of Financial Planning Practice survey that fintech will help financial planning professionals achieve client outcomes.

Learn more: https://bit.ly/3Fhpdil

#CFP #financialplanning #fintech

Of the two-thirds of firms that are either already using AI or plan to leverage it within the next 12 months, adoption rates are highest among small or very large firms.

➡️ Read full report on FPSB's Impact of AI on Financial Planning to learn more:
https://bit.ly/FPSBAIGlobalReport
#CFP

With over 230,000 CFP professionals around the world, more people can connect with financial planners who have committed to high standards of competency, ethics and practice.

Learn how clients of #CFP professionals experience better outcomes: http://bit.ly/2023globalconsumerresearch-financialplanning

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