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.
CFP® certification communicates your expertise and credibility.
To earn CFP certification, an individual must satisfy the following certification requirements :
Approved courses of study are:
Graduate Diploma in Financial PlanningFPSB 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:
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
FPSB Code of Ethics and Professional Responsibility