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It explains the examinable material based on the Financial Planner Competency Profile, recommends ideal preparation pathways (Graduate/ Postgraduate Diploma options and a refresher course), and details entry prerequisites including QFA status and overseas recognition requirements. It also covers exam format, date and online locations, fees, pass requirements, and rules on permitted materials and approved calculators.",{"@graph":69,"@context":123},[70,84,106],{"@type":71,"itemListElement":72},"BreadcrumbList",[73,77,79,82],{"item":74,"name":75,"@type":76,"position":8},"https://docshare.wps.com","Home","ListItem",{"item":78,"name":9,"@type":76,"position":14},"https://docshare.wps.com/document/",{"item":80,"name":20,"@type":76,"position":81},"https://docshare.wps.com/document/exam/",3,{"item":83,"name":65,"@type":76,"position":19},"https://docshare.wps.com/document/guide-to-cfp-certification-exam-2026-study-guide-june-2026/390747/",{"url":83,"name":65,"@type":85,"image":86,"author":91,"headline":65,"publisher":94,"fileFormat":97,"inLanguage":63,"description":67,"dateModified":98,"datePublished":99,"encodingFormat":97,"isAccessibleForFree":100,"interactionStatistic":101},"DigitalDocument",{"url":87,"@type":88,"width":89,"height":90},"https://docshare.wps.com/thumbnails/guide-to-cfp-certification-exam-2026-study-guide-june-2026/390747.png","ImageObject",300,407,{"name":92,"@type":93},"Bulrr","Person",{"url":74,"name":95,"@type":96},"DocShare","Organization","application/pdf","2026-10-28","2026-09-25",true,{"@type":102,"interactionType":103,"userInteractionCount":105},"InteractionCounter",{"@type":104},"ViewAction",16,{"@type":107,"mainEntity":108},"FAQPage",[109,115,119],{"name":110,"@type":111,"acceptedAnswer":112},"What does the CFP certification exam test?","Question",{"text":113,"@type":114},"The exam tests a candidate’s ability to competently deliver financial planning by applying the knowledge, skills, and abilities from the Financial Planner Competency Profile to a case study based on real personal finance situations.","Answer",{"name":116,"@type":111,"acceptedAnswer":117},"What are the entry requirements for the CFP certification exam?",{"text":118,"@type":114},"Applicants must hold the QFA designation and have successfully passed specified modules of the Graduate Diploma in Financial Planning or the Postgraduate Diploma in Financial Planning, including required assessments. Applicants must also pay the stated examination fee.",{"name":120,"@type":111,"acceptedAnswer":121},"What exam rules affect what you can use during the test?",{"text":122,"@type":114},"Using any other material is not permissible. 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Study Guide  \n2. Appendix 1 – Sample Question  \n3. Appendix 2 – FPSB Examination Tables  \n4. Appendix 3 – Guidance Notes  \n1. Overview  \nThe CFP certification exam assesses candidates’ ability to apply financial planning knowledge to case studies which simulate real-life planning situations. By reaching the required standards, candidates demonstrate that they have the appropriate knowledge, understanding and other skills and abilities appropriate to the role of a professional financial planner. The CFP certification examination in the Republic of Ireland is administered by Financial Planning Standards Board Ireland (FPSB Ireland), in accordance with the examination regulations of FPSB Ireland.  \n2. Examinable Material  \nFPSB has published a Financial Planner Competency Profile (a copy of which can be downloaded from the FPSB Ireland website which describes the abilities, skills, attitudes, judgements and knowledge that a financial planning professional draws on to deliver financial planning to clients.  \nThe certification examination tests the ability of a candidate to competently deliver financial planning to the standards set out in the Financial Planner Competency Profile.  \n3. Preparing for Exam  \nCompleting the Graduate Diploma in Financial Planning or the Postgraduate Diploma in Business in Financial Planning, which are both based on the Financial Planner Competency Profile, is ideal preparation for the certification exam. Attendance at the Refresher Course (see 8 below) is also strongly recommended.  \n4. Examination Format  \nThe examination is conducted over one three and a half-hour session and consists of a single case study. The examination focuses in particular on the candidate’s application of the knowledge, skills and abilities of the Financial Planner Competency Profile to real world personal finance situations.  \n5. Pre-requisites for entry to the Certification Examination  \nApplicants to sit the CFP® certification exam must:  \n• Hold the designation Qualified Financial Adviser (QFA)  \n• Have successfully passed Modules 1 , 2, 3 and 4 of the Graduate Diploma in Financial Planning or the Postgraduate Diploma in Financial Planning, and have completed the necessary assessments for Modules 5 and 6.  \n• Pay the appropriate examination fee of €175 + VAT (i.e.€215.25) Applicants seeking recognition of their CFP professional status acquired overseas must:  \n• Hold the QFA designation  \n• Provide a letter of good standing and CERTIFIED FINANCIAL PLANNER™ professional status from the initial certifying organisation  \n• Provide suitable evidence of Irish Residency  \n• Pay the appropriate examination fee of €175 + VAT (i.e.€215.25)  \n6. Sample question  \nA sample question of the kind likely to feature in the examination is attached as an appendix.  \n7. Examination date and location  \n\n| Date | Location / Venue | Time |\n| --- | --- | --- |\n| Saturday, 6th June 2025 | Online | 10am – 1.30pm |\n\n8. Refresher Course  \nA Refresher Course will be provided to those planning to sit the CFP certification exam. Attendance at the refresher lecture (details below) is strongly recommended as an essential support to those intending to sit the exam. The Refresher lecture will focus on CFP certification sample examination questions. In addition to attending the Refresher Course, applicants will need to allocate time to revisit key elements of the Graduate Diploma in Financial Planning and the Postgraduate Diploma in Financial Planning.  \nThe lecture will take place on the following date:  \n\n| Date | Location / Venue | Time |\n| --- | --- | --- |\n| Wednesday, 6th May 2025 | Online | 6pm – 8pm |\n\n9. Fees  \nThe examination fee is €175 + VAT (i.e. , €215.25), which includes attendance at the refresher lecture.  \n10. Other Information pertinent to the Examination  \n• Unless otherwise stated, the examination is based on the legislative and taxation position in the 2025 tax year.  \n• Where rele","cbCaihtPT4Snqxwf","https://ap.wps.com/l/cbCaihtPT4Snqxwf","pdf",473591,29,"English","# Study Guide\n## Overview\n## Examinable Material\n## Preparing for Exam\n## Examination Format\n## Pre-requisites for entry to the Certification Examination\n## Sample question\n## Examination date and location\n## Refresher Course\n## Fees\n## Other Information pertinent to the Examination\n# Appendix 1 - Sample Question\n# Appendix 2 - FPSB Examination Tables\n# Appendix 3 - Guidance Notes","[{\"question\":\"What does the CFP certification exam test?\",\"answer\":\"The exam tests a candidate’s ability to competently deliver financial planning by applying the knowledge, skills, and abilities from the Financial Planner Competency Profile to a case study based on real personal finance situations.\"},{\"question\":\"What are the entry requirements for the CFP certification exam?\",\"answer\":\"Applicants must hold the QFA designation and have successfully passed specified modules of the Graduate Diploma in Financial Planning or the Postgraduate Diploma in Financial Planning, including required assessments. Applicants must also pay the stated examination fee.\"},{\"question\":\"What exam rules affect what you can use during the test?\",\"answer\":\"Using any other material is not permissible. Approved financial calculators are the Casio FC-100V and HP12C, and questions requiring calculations require candidates to show workings.\"}]","Guide to CFP Certification Exam 2026 - Study Guide - June 2026 | PDF",1790338936,73]