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

• 2020 Approved CPD Events
• 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 (**online)
• CPD Annual Return Form (**pdf download)
• CPD Pro-rata Adjustment Form
• John Reynolds DB Report

CFP Certification

• GDFP Case Study Booklet 2019
• Case Study 4 with Sample Solution
• Experience Requirement for CFP Certification
• Guide to CFP Certification Exam
• 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