What does it mean to be a Certified Financial Planner™ (CFP®)?
Event Details
Free
Date and Time
Wed, 23 August 2023
11:00 - 11:30
Location
Online via Zoom- Zoom link will only be available on IOB Learn
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Event Details
Free
Date and Time
Wed, 23 August 2023
11:00 - 11:30
Location
Online via Zoom- Zoom link will only be available on IOB Learn
From your desktop
Login to IOB Learn
Click on Home at the top of the page
Scroll down to Quick Links
Under Quick Links click on Events/My Events
Click on My Upcoming Events
Click on your Event card
Click on Open Content to bring you to Zoom
From IOB Learn App
Click on the middle icon at the bottom of the screen (looks like a compass dial)
Scroll down to Content Channels, under this is 'Events', click on 'Events'
Scroll down to 'My Upcoming Events'
Click on the event then click on the Live Event Card to access the Zoom call
< Go to all events
Register
Join Emer Kirk, CEO of FPSB Ireland as she explains who are FPSB, FPSB Ireland and what does the CFP designation represent? You will learn also what it means to be part of the CFP community in Ireland. Emer will discuss the introduction of the revised Global Financial Planning Standards in 2023 and their implications. She will also present some highlights from the FPSB research paper (written by Kevin McConnell) on the wealth demographics and future of financial planning in Ireland and discuss what the future looks like for financial planners. Part of this event will also focus on psychology of financial planning and the softer skills that financial planners may need to develop/nurture in themselves.
Registration for this event will close at midnight the night prior to the event or when it reaches capacity.
There are no CPD hours available for this event.
Emer Kirk
CEO of the Financial Planning Standards Board
Emer Kirk is CEO of the Financial Planning Standards Board, the body in Ireland responsible for the CFP® professional designation and promoting improved standards in personal financial planning; personal financial planner and lecturer.
Prior to this she was an Associate Director in a Wealth Management firm and specialised in providing personal financial planning to private clients.
She is a Certified Financial Planner (CFP®), an Associate of the Institute of Taxation and a Qualified Financial Adviser.
