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EFPA Webinar: AI & the Future of Financial Advice

  • Apr 7, 2025
  • 1 min read

I had the pleasure to participate in the EFPA webinar dedicated to Artificial Intelligence and its impact on financial advice and related fields.


The discussion explored how AI is reshaping the financial industry, from operational practices to governance and ethical considerations. As regulatory frameworks continue to evolve, these conversations are essential to understand how innovation and compliance can move forward together.


It was a great opportunity to exchange perspectives with excellent co-panelists:

• Andrew Hall, independent advisor on AI applications

• Peiman A. Sarvari, Innovation & Partnership Manager at Luxembourg National Data Service (LNDS)

• Patrick Levaldaur, Chair of EFPA Standards and Qualifications Committee and CEO of EFPA Luxembourg


Many thanks to EFPA for the invitation and the thoughtful discussion.


You can watch the EFPA webinar here.

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