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CFP Certification Application

 

 

Applications must be formally made to the Financial Planning Standards Board Ireland Ltd.  Please download the form located at the bottom of the page and follow the steps below;
Download the form to your PC – this is an interactive form and can be completed on your PC / laptop
This is a two part application form – the first section of the form is gathering your personal details, the second section of the form requires you to complete your CFP® certification record of experience.  Please note a new record must be completed for each work placement.  The form has space for two record’s of experience if your require further space please download another form and attach.
Once you have completed the record of experience section you will then need to print off the form and ensure your manager / supervisor signs off on each work experience as required. Where a part of the experience relates to a previous employer, please provide the name and contact number of an appropriate manager / supervisor who could verify the details. In such circumstances, there is no need to have this element of experience signed-off.
Self-employed individuals will need to sign off on their own work experience.
Sign and date the declaration.
Please return the form to me either by email (terrie.kennedy@fpsb.ie), by fax, 01 4554530 or by post Terrie Kennedy, FPSB Ireland Ltd, 185a Kimmage Road West, Dublin 12
please follow the steps below;• Download the form to your PC – this is an interactive form and can be completed on your PC / laptop• This is a two part application form – the first section of the form is gathering your personal details, the second section of the form requires you to complete your CFP® certification record of experience.  Please note a new record must be completed for each work placement.  The form has space for 2 record’s of experience if your require further space please download another form and attach.• Once you have completed the record of experience section you will then need to print off the form and ensure your manager / supervisor (in the case of self employed individuals you will need to sign off on your own work experience)sign off on each work experience as required.• Sign and date the declaration• Please return the form to me by email (terrie.kennedy@fpsb.ie), by fax, 01 4554530 or by post Terrie Kennedy, FPSB Ireland Ltd, 185a Kimmage Road West, Dublin 12.
To facilitate this individual application process all completed application forms should be returned to me no later than Wednesday December 7th 2011

CFP® certification application process;

  • Applications must be formally made to the Financial Planning Standards Board Ireland Ltd
  • Download the form (below) to your PC – this is an interactive form and can be completed on your PC / laptop
  • This is a two part application form – the first section of the form is gathering your personal details, the second section of the form requires you to complete your CFP® certification record of experience.  Please note a new record must be completed for each work placement.  The form has space for two record’s of experience if your require further space please download another form and attach.
  • Once you have completed the record of experience section you will then need to print off the form and ensure your manager / supervisor signs off on each work experience as required. Where a part of the experience relates to a previous employer, please provide the name and contact number of an appropriate manager / supervisor who could verify the details. In such circumstances, there is no need to have this element of experience signed-off.
  • Self-employed individuals will need to sign off on their own work experience
  • Sign and date the declaration.
  • Please return the form with the appropriate payment by post to Terrie Kennedy, FPSB Ireland Ltd, 185a Kimmage Road West, Dublin 12
  • Please note the CFP certification mark can only be used when formally granted by the Board of FPSB Ireland

CFP certification application form 2013

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

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