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Why work with a CERTIFIED FINANCIAL PLANNER™ Professional?
Financial Planning Professionals who have earned the CERTIFIED FINANCIAL PLANNER certification, have met rigorous global competency requirements and have committed to placing the interests of their clients first.
We have almost 900 CFP professionals in Ireland who have committed to abide by Financial Planning Standards Board’s global standards of ethics and professionalism, and are trained to provide comprehensive, integrated and personalised financial recommendations to help clients improve their financial wellbeing and achieve their life goals.
CFP professionals can work with you to create your unique financial plan and to adjust your plan as your goals evolve due to shifts in your lifestyle or circumstances, such as inheritance, career change, marriage, home purchase or a growing family.
Global research conducted by FPSB shows that consumers with a financial plan are more confident – and that those with a written, comprehensive plan are nearly three times more likely to feel strongly confident about achieving their life goals.
