Annual CPD Submission Form 2023

SECTION 1: Contact Details

Name*

Email*

Contact Phone Number:*

Licence Number*

I maintain my QFA designation with:*

LIA
IOB

Employer Name*

Employer Address (include EIRCODE)*

SECTION 2: CPD Requirements

All CERTIFIED FINANCIAL PLANNER™ Professionals are required to complete (between 1st January and 31st December 2023) a minimum of:

5 FPSB Ireland accredited CPD hours (Events and Exams approved by FPSB Ireland)
15 informal hours (relevant reading material and/or research e.g. newspapers, publications, technical articles, podcasts, committees, discussions, panel groups, coaching and mentoring, networking etc.)

Please note that items included on your submission are subject to audit by FPSB Ireland and therefore it is essential to maintain supporting documentation as evidence of attendance at events or completion of a course.

SECTION 3: Declaration

I have completed the following number of *FPSB Ireland Approved FORMAL CPD hours during 2023:*

*Click here to view: List of FPSB Ireland Approved CPD Events 2023

Please note the events/exams you have attended to make up the hours:*

Organiser & Event/Exam Title	Event/Exam Date (dd/mm/yy)	Applicable CPD Hours

If listing more than one event, please add a row by clicking on the + at the end of first row.

I have completed a minimum of 15 INFORMAL CPD Hours during 2023*

Yes
No

I DECLARE THAT ALL OF THE ABOVE INFORMATION IS TRUE TO THE BEST OF MY KNOWLEDGE, AND IF REQUESTED, I WILL PRODUCE MY PERSONAL RECORDS AS VERIFICATION OF THIS.

Name:*

Date*

Phone

This field is for validation purposes and should be left unchanged.

Annual CPD Submission Form 2023

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