The Institute of Financial Planners Hong Kong (IFPHK), FPSB’s Hong Kong Affiliate, is launching a public awareness campaign exploring the growing role of artificial intelligence in financial planning. Through research, digital engagement, and educational outreach, IFPHK aims to foster greater understanding of how emerging technologies are reshaping financial planning behaviors and decision-making in celebration of World Financial Planning Day.
A centerpiece of the campaign is a survey examining how AI is transforming financial planning practices and consumer behaviors. The findings, scheduled for release on 7 October 2026, will provide valuable insights into how financial planners and consumers are adapting to an increasingly technology-driven financial landscape. The initiative seeks to spark dialogue on the opportunities and challenges AI presents for the profession while helping individuals make more informed financial decisions.
To extend the reach of the campaign, IFPHK will promote the research findings through dedicated web content, e-newsletters, social media, and media engagement activities. By connecting global trends in AI with the value of professional financial planning, IFPHK aims to strengthen public awareness of the benefits of financial planning and the important role that CFP professionals play in helping individuals achieve their financial goals.
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