
Now in its second year, FPSB’s 2026 Impact of AI on Financial Planning global research tracks how the use and impact of artificial intelligence (AI) in the practice of financial planning is evolving over time.

FPSB’s practice guidance note helps financial planning professionals use AI responsibly, ethically, and professionally.

Explore FPSB’s 2025 Annual Report, highlighting a year of progress advancing the global financial planning profession.


