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CPD Learning Opportunities

Invest in your learning and make savings with
our webinar bundle deals.

Gain access to expert insights while getting more
value from every session.

Purchase 6 for €120 or 3 for €75!

Live Your Today.
Plan Your Tomorrow™

Whether you need help navigating your financial reality today
or preparing to reach your long-term life goals, a
CERTIFIED FINANCIAL PLANNER™ professional is there to help.

Because even when life is uncertain, you are in control of your financial future.

Learn more about Financial Planning

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

AI in Financial Planning
Global Report

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

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.

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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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1 CPD
26 March 2026

Webinar 1: Truths, Reflections and Opinions

Join us for our first event of 2026 with Paul McCarville, Clarus Investment Solutions.

CPD Event Online
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1 CPD
23 April 2026

Webinar 2: AI’s Challenge to Financial Advice: Why Goals-Based Planning Is Still Human

AI is transforming financial advice, but goals-based planning remains human. Join Dr. Paul Moran, CFP® to learn why.

CPD Event Online
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1 CPD
18 June 2026

Webinar 3: Professional Conduct in Practice: Ethics, Standards & CPC for CFP® Professionals

A practical webinar on real-life ethical decision-making for CFP® professionals, showing how the FPSB Code and updated 2026 CPC apply to everyday practice and evolving regulations.

CPD Event Online
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1 CPD
17 September 2026

Webinar 4: Decumulation Strategies in an Age of Longevity

Join Colin Slabach Ph.D., CFP®, New York University, as he explores the evolving retirement landscape, drawing on U.S. research and experience to examine decumulation strategies, longevity trends, and the global challenge of turning savings into sustainable retirement income.

CPD Event Online
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© 2026 FPSB Ireland DAC

185a Kimmage Road West
Dublin 12, D12 XD2X
Ireland

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