This preliminary study uses survey data to investigate the relationship between demographic, financial, and behavioral characteristics and the likelihood of AI adoption in financial planning. By applying statistical techniques, including correlation analysis and logistic regression, the research identifies the factors most strongly associated with the adoption of AI. The findings aim to contribute to the understanding of technology diffusion in financial planning and to provide insights for practitioners, educators, and policymakers seeking to encourage effective use of AI tools.

Accepted Oral Presentation