Resources for Client Conversations

This document outlines FPSB’s Global Financial Planning Standards, providing a comprehensive framework for professional competence, ethical conduct, and best practices across the financial planning profession worldwide.

This FPSB Ireland document, created for International Women's Day, highlights the benefits of partnering with a CFP® professional, showing how financial planning improves women’s financial confidence, goal achievement, retirement readiness, and overall financial well-being.

This document outlines FPSB’s Global Financial Planning Standards, providing a comprehensive framework for professional competence, ethical conduct, and best practices across the financial planning profession worldwide.

This practical guide outlines five simple steps to help individuals manage financial stress during uncertain times, improve cash flow, build better spending habits, stay focused on long-term goals, and seek support from a CFP® professional.

This guide highlights common financial challenges faced by women and provides practical tips to help build confidence, set goals, create a financial plan, and work effectively with a CFP® professional to achieve long-term financial security

This guide explains what to expect when meeting a CFP® professional for the first time, including the financial planning process, how to prepare, what documents to bring, and how to build a strong, long-term adviser relationship.

This checklist-style guide offers 20 practical actions to help individuals improve financial habits, build savings, reduce debt, plan for retirement, and take positive steps toward long-term financial security with support from a CFP® professional.