Become a Certified Financial Planner ™

Only a select group of planners have met the rigorous requirements necessary to call themselves CERTIFIED FINANCIAL PLANNER™ professionals.

Achieving CFP™ certification can help you:

  • Build Your Future by Helping Others Build Theirs:

    As a CFP® professional with valuable expertise, you can expect personal satisfaction as well as financial rewards.

  • Make an Impact:

    You can make a difference at a time when Irish citizens are struggling to pull their finances together and plan for the future.

  • Stand Out:

    CFP® certification communicates your expertise and credibility.

To earn CFP certification, an individual must satisfy the following certification requirements :
Candidates for CFP certification must hold the Qualified Financial Advisor (QFA) designation, and must master theoretical and practical personal financial planning knowledge by completing a comprehensive course of study which is approved by FPSB Ireland.

Approved courses of study are:

Graduate Diploma in Financial Planning

FPSB Ireland has appointed the Institute of Bankers School of Professional Finance (a recognised school of UCD) (in association with LIA and the Irish Tax Institute) as the approved provider of educational courses for candidates for the CFP certification examinations in the Republic of Ireland.
Completion of the UCD course will lead to the award by UCD of a Graduate Diploma in Personal Financial Planning, which will stand alone as a qualification independent of CFP certification.
A brochure in respect of this course may be downloaded from any of the following websites:
Candidates for CFP certification must pass a comprehensive CFP Certification Examination that tests their ability to apply integrated financial planning knowledge to real world client situations. Based on regular research of what planners do, the CFP Certification Examination covers the financial planning process, tax planning, financial management, investment planning, retirement planning, estate planning, retirement planning and estate planning. The CFP Certification Examination in the Republic of Ireland is administered by FPSB Ireland under the strictest examination requirements, as defined by Ireland’s higher education and testing authorities.

A copy of FPSB Ireland’s Examination Regulations may be downloaded here:
FPSB Ireland Examination Regulations

Candidates for CFP certification must have a minimum of three years’ experience in the personal financial planning process prior to being awarded CFP certification to ensure that they possess financial counselling skills in addition to personal financial planning knowledge.
FPSB Experience Requirements

As a final step to certification, candidates for CFP certification must agree to abide by a strict Code of Ethics that defines their ethical responsibilities to the public, clients and employers. CERTIFIED FINANCIAL PLANNER professionals must disclose any investigations or legal proceedings related to their professional or business conduct and agree to act fairly, diligently and with integrity, offering clients professional services that are objective and based on clients’ needs. CFP professionals must disclose in writing to clients information about their sources of compensation and conflicts of interest
FPSB Code of Ethics and Professional Responsibility