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Prime Retirement Index©

The Prime Retirement Index© (PRI) provides a simple, accessible benchmark
to help individuals understand their progress towards retirement.

It offers a practical starting point for conversations about retirement readiness.

Learn more about the Prime Retirement Index

Impact of AI on Financial Planning
Global Report 2026

FPSB’s global survey shows how financial planners are using
AI to enhance advice and improve client experiences
without losing the human touch.

Because even as technology evolves, empathy, trust,
and personal connection remain at the heart of financial planning.

Read the Report

Psychology in Practice:
Financial Planner Essentials

FPSB Ltd’s Psychology in Practice: Financial Planner Essentials
helps you navigate the emotional side of money and build deeper client relationships.
Because understanding your clients as people leads to advice that is heard, trusted, and acted on.

Explore the e-book

FPSB’s Global Financial
Planning Standards

FPSB Ltd’s Global Financial Planning Standards define what great
financial planning looks like. They set clear expectations for
professionals and give clients confidence in what to expect.

Discover the Standards for Trusted Advice

Find a CERTIFIED FINANCIAL PLANNER™ Professional

Work with a CFP professional who has achieved the global mark of excellence in financial planning, and has committed to competency and ethical standards, putting your interests first.

Find a CFP® Professional

Useful Documents

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Meeting with Your CFP Professional for the First Time? Here’s What to Expect

Client Resource
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FPSB Ireland Professional Code

Client Resource
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FPSB Ireland Submission on In-Scheme Drawdown Consultation

News

 

Upcoming Events

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3 CPD
25 November 2026

CFP® Professional Annual Conference 2026

Conference Hybrid
Discover More
CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP_r_rgb_S.jpg are trademarks owned outside the United States by Financial Planning Standards Board Ltd. Financial Planning Standards Board Ireland DAC is the marks licensing authority for the CFP Marks in the Republic of Ireland, through agreement with FPSB.

 

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© 2026 FPSB Ireland DAC

185a Kimmage Road West
Dublin 12, D12 XD2X
Ireland

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