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Society of Financial Planners Ireland

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The Society of Financial Planners Ireland (SFPI) is a unique professional body providing members with a local, national and international learning and business network.


The SFPI provides education, training and networking for its members, who are professionals specialising in financial planning, investments, trust and estate planning and pensions. Members advise clients on the broad business of the management of their personal financial affairs.


Membership of the Society of Financial Planners Ireland comprises some of the most experienced and senior financial planners in the country, as well as recent CFP® graduates. We include members from the legal, tax, accountancy, banking, pension and financial planning sectors in Ireland.

The SFPI seeks to enhance the understanding of Financial Planning as a profession and to represent the views of our members with Regulatory, Governmental, Statutory and Consumer bodies.