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FPSB Global Survey

Thank you for participating in this global research.

This survey is designed to gather insights from CFP professionals and other financial planning professionals around the world on the current state of Artificial Intelligence (AI) adoption, its impact, and the outlook on financial planning. Your participation is crucial in helping us understand the role of AI in financial planning.

This survey should take approximately 5-10 minutes to complete and is designed to collect responses anonymously; no personally identifiable information will be tracked or stored in the survey results. For more information about anonymous surveys through SurveyMonkey, see here.
Section 1: Demographics

Question Title

* 1. Are you a financial planning professional?

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