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FPSB Ireland’s Professional Practice Standards

In addition to ethical principles that CERTIFIED FINANCIAL PLANNER™ professionals are required to meet, FPSB Ireland has defined standards of performance required of a CFP professional when providing personal financial planning. Created to benefit the consumer of personal financial planning services, FPSB’s Professional Practice Standards, which have been adopted by FPSB Ireland:

  • Establish the level of practice expected of a CERTIFIED FINANCIAL PLANNER professional engaged in the delivery of the personal financial planning process to a client.
  • Advance professionalism in the field of personal financial planning by establishing norms of professional practice and ensuring consistent delivery of financial planning services by CERTIFIED FINANCIAL PLANNER professionals;
  • Clarify the respective roles and responsibilities of CERTIFIED FINANCIAL PLANNER professionals and their clients in personal financial planning engagements;
  • Enhance the value of the personal financial planning process.

CERTIFIED FINANCIAL PLANNER professionals must, of course, also meet regulatory obligations in addition to FPSB Ireland’s standards.

The Professional Practice Standards may be downloaded here.

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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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