World Financial Planning Day – 7th October 2020

Preparing for the future is more important than ever in the current economic climate. World Financial Planning Day, taking place on 7th October, is an initiative to raise awareness about the value of financial planning, of having a financial plan and of working with a competent and ethical financial planner who puts their clients’ interests first. Below are a number …

Important Notice – Covid-19

In line with Government advice on Covid-19 we have closed the FPSB offices until further notice. However, business will continue as usual with all our staff working remotely. If you need to reach us please email info@fpsb.ie Stay safe, the FPSB Team

CPD Seminars

Almost 200 Certified Financial Planner™ Professionals attended a series of CPD seminars in Galway, Cork and Dublin during April. The attendees were updated on topical financial planning issues facing consumers during 2018. The key speakers were Kevin McConnell and Gary Connolly.

FPSB Ireland Annual Conference

FPSB Ireland held its 7th annual conference at the Killenard Golf and Spa Resort on 9 November 2017. Over 300 Certified Financial Planner™ professionals were in attendance. The event featured international speakers Paul Resnik, Abraham Okusanya and David Swanwick; as well as a discussion panel of Irish CFP professionals. Moderator for the day was Alison Manley.

Fintech and the Future of Financial Planning

Download FPSB’s 2016 Fintech and the Future of Financial Planning report to join the global financial planning community’s conversation on: Trends driving the demand for fintech tools The role for fintech in financial planning Which consumers will/should use automated advice tools Future innovations in fintech How regulators can oversee such a dynamic and complex field How the global financial planning …

Number of CFPs grows worldwide

DENVER, CO – 7 FEBRUARY 2017 – Financial Planning Standards Board Ltd. (FPSB), owner of the international CERTIFIED FINANCIAL PLANNER certification program outside of the United States, reported another year of strong growth in 2016, as the FPSB network added 18,435 CFP professionals and the total number of CFP professionals rose to 170,101 worldwide. With a net increase of 8,280 …

The Financial Planning Process

FPSB’s Financial Planning Process consists of six steps that financial planning professionals use to consider all aspects of a client’s financial situation when formulating financial planning strategies and making recommendations. [ Learn More ]