Thank you The Chartered Institute for Securities & Investment (The CISI) for inviting us to meet with your team to support our work to strengthen, promote, and propel excellence in financial planning through CFP certification.
Findings from FPSB’s Impact of AI on Financial Planning global research reveals that AI uptake has been strong, with financial planners using AI to streamline client data collection, risk profiling, and communications.
Read global report: https://bit.ly/FPSBAIGlobalReport
FPSB's global consumer research on the value of financial planning shows how financial planning is making a meaningful impact on people’s lives around the world — and the diverse benefits it offers.
