Resources
The following documents (in pdf format) may be downloaded by clicking on the relevant link.
CPD Related
- 2020 Approved CPD Events
- 2019 Annual Conference Slides
- 2019 CPD Guide
- 2019 Approved CPD Events
- Guidelines for approval of events for Financial Planning CPD hours
- CPD Accreditation Request Form
- CPD Annual Return Form
- CPD Pro-rata Adjustment Form
- Dublin CPD Workshop Final Delegate Pack
- Cork CPD Workshop Final Delegate Pack
- Galway CPD Workshop Final Delegate Pack
- John Reynolds DB Report
Governance and Standards
- Bye Law 1 - Coucil Committees
- Bye Law 2 - Code of Ethics and Professional Responsibility
- Bye Law 3 - Financial Planning Practice Standards
- Bye Law 4 - Disciplinary Procedures
- Bye Law 5 - Education Programme
- Bye Law 6 - Certification Requirements & Continuing Obligations of CFP Professionals
- Bye Law 7 - Examination Regulations