Future of Financial Planning: Adapting to a New Normal
The novel coronavirus outbreak has altered the way most financial planning professionals must operate their businesses, engage with clients and deliver advice. On World Financial Planning Day, 7 October 2020, join experts from around the world for a live global panel event to discuss COVID-19 — both as a business disruptor and as a catalyst for streamlining operations, incorporating technology and developing service offerings to meet the changing needs of clients.
This event is hosted by Financial Planning Standards Board Ltd. (FPSB), the standards-setting body for the global financial planning profession. FPSB owns the international CERTIFIED FINANCIAL PLANNER certification program outside the United States.