Training Example: FPSB Ireland (Financial Planning Standards Board Ireland DAC) – Review the Data, Give Your Score & Compare to the Real AI Evaluation

[H3] Managing Wealth in 2026
A highlight of the events calendar, Managing Wealth returns this year in collaboration with LIA and ITI.

Explore the Agenda & Book Your Place

[H3] Live Your Today. Plan Your Tomorrow™
Whether you need help navigating your financial reality today or preparing to reach your long-term life goals, a CERTIFIED FINANCIAL PLANNER™ professional is there to help. Because even when life is uncertain, you are in control of your financial future.

Learn more about Financial Planning

[H3] Psychology in Practice: Financial Planner Essentials
FPSB Ltd’s Psychology in Practice: Financial Planner Essentials helps you navigate the emotional side of money and build deeper client relationships. Because understanding your clients as people leads to advice that is heard, trusted, and acted on.

Explore the e-book

[H3] FPSB’s Global Financial Planning Standards
FPSB Ltd’s Global Financial Planning Standards define what great financial planning looks like. They set clear expectations for professionals and give clients confidence in what to expect.

Discover the Standards for Trusted Advice

[H3] AI in Financial Planning Global Report
FPSB’s global survey shows how financial planners are using AI to enhance advice and improve client experiences without losing the human touch. Because even as technology evolves, empathy, trust, and personal connection remain at the heart of financial planning.

Read the Report

[H2] Find a CERTIFIED FINANCIAL PLANNER™ Professional
Work with a CFP professional who has achieved the global mark of excellence in financial planning, and has committed to competency and ethical standards, putting your interests first.

Find a CFP® Professional

[H4]
Useful Documents

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[H4]

Meeting with Your CFP Professional for the First Time? Here’s What to Expect

Client Resource

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[H4]

FPSB Ireland Professional Code

Client Resource

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[H4]

FPSB Ireland Submission on In-Scheme Drawdown Consultation

News

[H4] Upcoming Events

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3 CPD

26 May 2026

[H4]
Managing Wealth in 2026

A highlight of the events calendar, Managing Wealth returns this year in collaboration with LIA and ITI.

Conference
Hybrid

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For the Public

Find a CERTIFIED FINANCIAL PLANNER™ Professional

[H1] Find a CERTIFIED FINANCIAL PLANNER™ Professional

[H5] Let’s Find Your Financial Expert

Displaying 12 of 430 results

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Looking for trusted financial guidance?
Our directory helps you connect with CERTIFIED FINANCIAL PLANNER™ professionals in your area who meet rigorous education, experience, and ethical standards. Whether you're planning for retirement, saving for your kids' education, or managing investments, you can find a qualified expert ready to help you reach your goals.
To get started, use the search bar above or select the checkbox next to your chosen county or counties from the dropdown menu below.

Counties covered

[H6]

Deirdre Moloney

Dublin 1, Co. Dublin

[H6]

Fiona Haughey

Dublin 2, Co. Dublin

[H6]

Mark O'Leary

Midleton, Co. Cork

[H6]

John O'Donnell

Dublin 2, Co. Dublin

[H6]

Barry Foley

Buncrana, Co. Donegal

[H6]

Mark Haskins

Dublin 4, Co. Dublin

[H6]

Barry Kerr

Carrick on Shannon, Co. Leitrim

[H6]

Caroline Kelly

Dublin 2, Co. Dublin

[H6]

Suzanne Cashin

Malahide, Co. Dublin

[H6]

Fergus Murphy

Annacotty, Co. Limerick

[H6]

Robert Troy

Dublin 2, Co. Dublin

[H6]

Les Austin

Dublin 2, Co. Dublin

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Resource library search

[H1] Resource library search

Displaying 20 of 58 results

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10th February 2016

[H4]

Bye-Law 2: Code of Ethics and Professional Responsibility

Licence Holder

10th February 2016

[H4]

Bye-Law 7: Examination Regulations

Licence Holder

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11th March 2015

[H4]

Comment to IOSCO C3 on Automated-Advice Tools (2015)

This FPSB submission to IOSCO Committee 3 examines the impact of automated (“robo”) advice tools on retail investors, presenting global survey findings and recommending regulatory guidance to ensure consumer protection, transparency, and client-first standards in digital financial advice.

Publication

1st January 2026

[H4]

Financial Planner Competency Profile

FPSB’s Competency Profile is a comprehensive analysis that describes the abilities, skills and knowledge that a financial planning professional draws on when working with clients in financial planning engagements.

Licence Holder

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1st November 2014

[H4]

Financial Planner Remuneration (2014)

This FPSB position paper examines global financial planner remuneration models and outlines principles to promote transparency, manage conflicts of interest, and ensure client-first, ethical compensation practices across the financial planning profession.

Publication

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1st October 2016

[H4]

Fintech and the Future of Financial Planning (2016)

This FPSB research report explores how fintech and automated advice are reshaping financial planning worldwide, highlighting trends, opportunities, risks, and recommendations to ensure technology supports client-first, professional financial advice.

Publication

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1st April 2017

[H4]

FINTECH: Financial Technology and how it might Impact the Financial Services Industry (2017)

This article explains how fintech and robo-advice are transforming financial services, highlighting both the opportunities of digital innovation and the risks for consumers. It also explores why the future of financial planning is likely to combine technology with personalised human advice.

Publication

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1st January 2022

[H4]

Five Ways to Combat Financial Stress During Uncertain Times

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.

Client Resource

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24th March 2018

[H4]

FPSB Comment on IOSCO Consultation Report on Retail OTC Leveraged Products (2018)

FPSB’s submission to IOSCO addresses the risks of retail OTC leveraged products such as CFDs, forex and binary options. It calls for stronger consumer protections, including client-first duty of care, clearer risk disclosures, limits on leverage, negative balance protection, and restrictions on aggressive marketing, while highlighting the role of qualified financial planners in helping investors make informed decisions.

Publication

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5th February 2018

[H4]

FPSB Europe Comment on ESMA Call for Evidence on CFDs/BOs for Retail Investors (2018)

FPSB Europe’s submission to ESMA calls for stronger protections for retail investors trading high-risk products such as CFDs and binary options. It supports tighter leverage limits, clearer risk warnings, restrictions on aggressive marketing, negative balance protection, and higher professional standards to ensure client-first advice and safer investing.

Publication

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1st July 2018

[H4]

FPSB Europe Position: Consumer Protection and Investment Adviser, Financial Adviser and Financial Planner Competency and Oversight in Europe (2018)

This FPSB Europe position paper outlines recommendations to strengthen consumer protection and professional standards in financial advice and financial planning across Europe. It calls for client-first obligations, clearer oversight of financial planners, and recognition of high competency standards to help consumers access trustworthy, high-quality financial advice.

Publication

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15th June 2017

[H4]

FPSB Europe Response to European Commission Consultation on Fintech (2017)

FPSB Europe’s response outlines how fintech is improving financial planning and advice while calling for strong consumer protection. It highlights the need for clear rules on robo-advice, data security, and algorithm oversight to ensure technology benefits consumers and maintains trust in financial services.

Publication

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13th January 2020

[H4]

FPSB Europe’s Response to ESA’s Joint Consultation Paper Concerning Amendments to the PRIIPS KID (2020)

FPSB Europe’s submission to the ESAs supports updating the PRIIPs KID to make disclosures clearer, more comparable, and more useful for retail investors. It advocates machine-readable KIDs, faster implementation, clearer cost presentation, inclusion of past performance and replacing complex probabilistic scenarios with simple illustrative scenarios to reduce confusion and improve investor understanding.

Publication

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1st September 2020

[H4]

FPSB Europe’s Response to ESA’s Joint Consultation Paper Concerning ESG Disclosures (2020)

FPSB Europe’s submission to the European Supervisory Authorities supports stronger, clearer, and more consistent ESG disclosure standards to help retail investors make informed sustainable investment decisions. It emphasises client-first principles, transparent reporting, standardised templates, improved governance disclosures, and collaboration across the financial ecosystem to build trust and comparability in ESG products.

Publication

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1st January 2025

[H4]

FPSB Global Financial Planning Standards

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.

Client Resource

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1st January 2019

[H4]

FPSB Guidance Practice Note: Advising Vulnerable Clients (2019)

This FPSB guidance note helps financial planning professionals identify and support vulnerable clients by providing practical best practices to protect clients from financial harm, improve communication, and ensure ethical, client-first financial planning outcomes.

Publication

Members only

2nd December 2025

[H4]

FPSB Ireland Annual Conference 2025 Slides

Event Slides

22nd January 2022

[H4]

FPSB Ireland Constitution

Licence Holder

1st February 2022

[H4]

FPSB Ireland Cookie Policy

This Cookie Policy explains how we use cookies, what information they collect, and how you can manage your preferences.

Homepage

5th January 2026

[H4]

FPSB Ireland CPD Accreditations 2025

Licence Holder

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CFP® Professional Login

[H1] CFP® Professional Login

[H2]
[H6] Welcome! To get started, please follow the steps below based on your account status:
New Users / First-Time Login: Click "Set up Account". Enter your registered email and check your inbox for a validation code, which you will use to create your secure password.
Returning Users: If you have already set up your password, simply enter your credentials to log in.

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For the Public

What is Financial Planning?

[H1] What is Financial Planning?

[H5] Your blueprint for financial stability

[H2] Financial Planning
Financial planning begins with what matters most, the life you want, the experiences you value, and the people you share them with. It may mean preparing for education costs, saving for milestones, or aligning your finances with long-term goals.A good plan clarifies where you stand, what needs to change, and how to move forward with confidence. A CERTIFIED FINANCIAL PLANNER™ professional provides structure, insight, and practical steps to help turn goals into action.

[H2] What is a Financial Plan?
A financial plan is a roadmap that outlines where you are, what you want to achieve, and the steps to reach your goals. It brings together all areas of your finances into one clear view.

Your plan is usually presented as a short report with clear recommendations, projections, and next steps. It is a living document that evolves as life changes, helping you plan ahead, adapt when needed, and move forward with confidence.

Professional guidance ensures your plan is realistic and complete. That is where a CFP professional can help.

[H2] Bringing It All Together
Financial planning is for anyone who wants to make the most of their resources and feel confident about the future. Whether starting a career, navigating life milestones, or preparing for later life, a clear plan provides structure, direction, and peace of mind.

Working with a CERTIFIED FINANCIAL PLANNER™ professional ensures expert guidance and a clear path forward.

[H4] The Missed Potential of Not Planning

It is easy to postpone financial planning, but waiting often leads to missed opportunities and unnecessary stress.

Missed opportunities: Unused tax allowances, pension benefits, or investment growth.
Hidden costs: Overlapping insurance, excess fees, or gaps in protection.
Added stress: Financial uncertainty that creates ongoing worry.

Starting early, even with small steps, can make a lasting difference. A well-structured plan brings focus and clarity, helping decisions today create more choices for the future.

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[H3] Explore Financial Planning Topics

Start Your Financial Planning Journey

Who Can Benefit from Financial Planning?

Why Work with a CFP Professional?

The Financial Planning Process

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Resources

Psychology in Practice

[H1] Psychology in Practice

[H5] Strengthen Client Relationships Through the Power of Psychology

Today’s leading financial planners do more than manage money – they understand people. As client expectations evolve, so too does the need for deeper insight into the emotions and behaviours driving financial decisions.

To support this, Financial Planning Standards Board Ltd. (FPSB Ltd) has created a research-based e-book and companion video series for CFP® practitioners, aspiring professionals, and anyone seeking to elevate their practice by integrating psychology into the financial planning process.

These resources provide practical tools to help you integrate psychology into your practice, as outlined in the FPSB Global Financial Planning Standards.

In the Psychology in Practice: Financial Planner Essentials video series, you’ll hear directly from the e-book authors. Each short, high-impact video explores key psychological principles you can apply right away to better understand and support your clients.

Topics include:

Using the Transtheoretical Model of Change to guide clients through financial behaviour transitions
Applying psychology-based coaching techniques to strengthen client relationships
Managing client risk tolerance with greater empathy and accuracy
Integrating solution-focused brief therapy to encourage goal-oriented financial conversations

[H2] Psychology in Practice: Financial Planner Essentials
Select the option that best suits your needs by clicking the relevant link below, where you’ll also find more information on the authors and topics covered.

E-book only | $40
E-book + videos | 4 CPD Hours for CFP professionals| $100

[H6] The e-book + videos option awards 4 formal CPD hours for FPSB Ireland’s 5-formal hour requirement and QFA requirements.

To access these resources, you’ll need to register with FPSB Ltd by providing some basic information, such as your name and email address. This information is used solely to grant access and will not be used for marketing purposes. When asked “Are you associated with one of these organisations?”, select FPSB Ireland from the dropdown menu.

Access these essential resources today and stay at the forefront of your profession.