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