FPSB

Resources

The following documents (in pdf format) may be downloaded by clicking on the relevant link.

Articles

• FINTECH : Financial Technology and how it might Impact the Financial Services Industry

CPD Related

• CPD Annual Return Form
• Guidelines for approval of events for Financial Planning CPD hours.
• CPD Pro-rata Adjustment Form
• Approved CPD Events
• Annual Conference Slides
• Annual Conference Video Link
• John Reynolds DB Report

CFP Certification

• Experience Requirement for CFP Certification
• Guide to CFP Certification Exam
• FPSB Guide to CFP Certification
• FPSB Guide to Trade-Mark Usage
• CFP Exam Sample Case Study 1
• CFP Exam Sample Case Study 2
• CFP Exam Sample Case Study 3
• CFP Exam Sample Case Study 4
• CFP Exam Sample Case Study 5

Forms

• CPD Accreditation Request Form
• CFP Certification Application Form
• CFP Examination Application Form
• Payment Form
• CFP Certification Renewal Form

Governance and Standards

• FPSB Memorandum and Articles of Association
• FPSB Competency Framework
• FPSB Education Standards