Studio Soldi - Consulente Finanziario Indipendente

26/06/2026

New from FPSB: Practice Guidance Note on the Use of Artificial Intelligence in Financial Planning

FPSB’s 2025 global research found that two in three financial planners report their firms are using AI or planning to do so in the next 12 months. As AI continues to revolutionize the practice of financial planning, FPSB has released new guidance to help financial planning professionals use AI responsibly while upholding their ethical and professional obligations.

This practice guidance note offers practical direction on how financial planners can use AI to support efficiency, insight and client service while reinforcing the importance of professional judgment, human oversight, transparency and confidentiality.

As AI adoption accelerates, trust, professional judgment and accountability remain essential.

Learn more: https://bit.ly/PGN-Use-of-AI-in-Finanacial-Planning

10/02/2026

The earlier young people learn about how to have thoughtful conversations around money and who to turn to when they have questions, the better they will understand their personal finances throughout their lives.

Join FPSB and its global network in celebrating Global Money Week (GMW) taking place 16-22 March. This year's GMW theme, "Smart Money Talks," encourages young people to speak up, share stories, and ask questions to gain the confidence and skills they need to manage money wisely and have conversations that can prevent mistakes.

Learn more at www.globalmoneyweek.org.

27/09/2025

Don’t let financial reality bite. For many Gen Xers, financial regrets have been costly. Nearly half say their mistakes added up to losses of $100,000 or more over their lifetimes. CFP Board’s new report explores the impact of those regrets and the lessons that younger Americans can apply today.

Read more: https://www.cfp.net/news/2025/09/cfp-board-survey-uncovers-gen-xs-biggest-financial-regrets

12/09/2025

Congratulations to more than 100 financial planning professionals in Italy who have earned their CFP certification since the program’s launch in that territory in October 2023.

This important milestone highlights both the growing recognition of CFP certification in Italy and the dedication of professionals committed to advancing excellence in financial planning.

Congratulations to FPSB Italia on this milestone achievement.

01/08/2025

15/07/2025

Mark your calendars! The ninth annual World Financial Planning Day is taking place on 8 October, in support of the International Organization of Securities Commissions World Investor Week from 6 to 12 October 2025.

This global event highlights the pivotal role financial planning plays in empowering people to take control of their financial well-being.

Learn more at: https://worldfpday.org/

08/07/2025

CFP Board researchers unveiled the findings from the Financial Planning Longitudinal Study, the first peer-reviewed, multiyear research effort of its kind.

03/07/2025

FPSB is pleased to announce the 9th World Financial Planning Day will take place on 8 October 2025. 🙌 🌍

“Celebrated across continents, World Financial Planning Day shines a spotlight on the power of financial planning and of working with a financial planner who has committed to rigorous standards of professionalism and to putting clients’ interests first,” said FPSB CEO Dante De Gori, CFP. “Research shows people who work with a financial planner, like a CFP professional, report a higher quality of life, more financial confidence and resilience, and more financial satisfaction – World Financial Planning Day is the perfect occasion for all to discover why.”

Read press release to learn more: https://bit.ly/2025WFPDAnnounced