Dynamic Planner secures 'industry first' AI certification

Dynamic Planner Achieves AI Certification

Dynamic Planner, a digital advice platform, has become the first in its sector to achieve the ISO/IEC 42001:2023 AI Management Systems certification.

This certification signals a significant move to formalise its AI governance, aligning with the firm's strategic focus on maximising the

“transformational power of AI and data”
at a
“watershed moment”
for the investment and financial planning industry.

To support this push, Dynamic Planner has made three strategic appointments.

Author's summary: Dynamic Planner certified for AI management.

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Money Marketing Money Marketing — 2025-11-04

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