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Examination Requirement for CFP certification

The CFP Certification Examination is designed to protect the public by assessing the ability of a candidate for CERTIFIED FINANCIAL PLANNER™ certification to apply his or her knowledge, skills and abilities to real-life personal financial planning situations. A candidate for certification can sit the CFP Certification Examination after having successfully fulfilled FPSB Ireland’s education requirement.

By passing the CFP Certification Examination, an individual demonstrates to the public that he or she has the ability to competently practice personal financial planning, without supervision. The CFP Certification Examination in the Republic of Ireland must be administered by FPSB Ireland under the strictest examination requirements, as defined by Ireland’s higher education and testing authorities.

FPSB Ireland’s CFP Certification Examination will be an integrated or capstone examination, which will test the candidate’s ability to apply his or her knowledge, skills and abilities to real-life personal financial situations.

The examination will be Case Study based and will include the preparation of a Comprehensive Financial Plan.

A copy of FPSB Ireland’s Examination Regulations may be downloaded here (PDF).

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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