Promoting the Value of Financial Planning
Consumers worldwide feel challenged by their finances, but aren’t sure whom to trust for professional financial planning advice. Financial Planning Standards Board Ltd. (FPSB) establishes, upholds and promotes worldwide professional standards for financial planning to foster public confidence in the financial planning profession. FPSB demonstrates its commitment to excellence through its ownership of the international CERTIFIED FINANCIAL PLANNER certification program outside the United States.
Fintech and the Future of Financial Planning
Download FPSB’s Fintech and the Future of Financial Planning report to join the global financial planning community’s conversation on:
- Trends driving the demand for fintech tools
- The role for fintech in financial planning
- Which consumers will/should use automated advice tools
- Future innovations in fintech
- How regulators can oversee such a dynamic and complex field
- How the global financial planning community can adjust to automated advice