COVID-19 Resources

COVID-19 Resources

Guidance from FPSB affiliates on financial planning, COVID-19 and how you can live your today and plan your tomorrow.

Guidance on preparing for your first meeting with a CFP professional
Understanding your rights in your financial planning relationship
FPA Australia
Here we explore the roadmap out of lockdown and what lies ahead for our finances.
CFP Board (U.S.A.)
To help you protect and manage your finances during this stressful time. . .
FP Canada
Small businesses in Canada are currently facing unprecedented disruption as a result of the COVID-19 pandemic.
Steps you can take to improve your financial well-being
FP Canada
“We have to get past whatever is being thrown at us. . ."
FP Australia
To keep your anxieties about money to a minimum, find out where. . .
CISI (U.K.)
This guide aims to help you think about your finances by highlighting. . .
How to reduce stress and stay on track
FPA Australia
Once you have a clear picture of your situation, you’ll feel more in control.
FP Canada
“There are a lot of things that are important for people to be thinking about right now. . ."
CISI (U.K.)
Financial guide for the self-employed and small businesses.

Follow the Global Conversation for #WFPD2020

Financial Planning Standards Board Ltd. Follow 3,095 4,410

Standards, certification and education for the global financial planning profession. #WFPD2025 is on 8 October! Live your today, plan your tomorrow.

FPSB
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May 15th, 4:23 pm 1923051674098074067

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

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May 14th, 10:12 pm 1922777151222255850

We’re proud to share that our CEO Dante De Gori, CFP, is attending the IOSCO 50th Annual Meeting this week in Doha, Qatar to join discussions on crypto-assets, sustainability, AI and more.

#IOSCO2025 #CFP #financialplanning

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May 13th, 6:23 pm 1922357145586024810

According to our global research, 64% of firms are using AI or plan to use it in the next 12 months, with adoption rates highest among small or very large firms.

📊 This insight comes from FPSB's Impact of AI on Financial Planning global research: https://fpsb.org/fpsbs-impact-of-ai-on-financial-planning-global-research-2025/

#CFP

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May 12th, 4:17 pm 1921962842913112167

We’re excited to share that our CEO Dante De Gori, CFP is at IOSCO’s Meeting in Doha, where he presented our global research on the impact of AI in financial planning.

Read full findings: https://bit.ly/FPSBAIGlobalReport

Thank you to IOSCO for hosting such an important global forum.

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FPSB
Financial Planning Standards Board Ltd.

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Fax: +1-720-407-1921
info@fpsb.org

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