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
• Fintech and the Future of Financial Planning
• 20 ways to Jump-Start Your Financial Future
• Meeting with Your CFP® Professional for the First Time? Here’s What to Expect
• Five Ways to Combat Financial Stress During Uncertain Times
• Five Financial Planning Tips for Women (PDF)
• Five Financial Planning Tips for Women (Word)

CPD Related

• 2021 FPSB Approved CPD Events
• 2021 CPD Guide
• Guidelines for approval of events for Financial Planning CPD hours
• CPD Accreditation Request Form
• 2020 CPD Annual Return Form
• CPD Pro-rata Adjustment Form

CFP Certification

• Experience Requirement for CFP Certification
• FPSB Guide to CFP Certification
• FPSB Guide to Trade-Mark Usage

Governance and Standards

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