Institute of Financial Planning (IFP)

Description

The Institute of Financial Planning is the UK professional body of those committed to the development of the multi-discipline profession of Financial Planning. Its vision is to achieve recognition for the Financial Planning profession.

The Institute of Financial Planning Ltd is a non-profitable company limited by guarantee and has no shareholders

Member benefits

Members'only website
Quarterly journal
Annual Conference
Regional programme of events
Members' only offers for services and supplies

Mission / Aims

To develop and promote the profession of Financial Planning to the general public and to those people involved in providing advice and guidance to their clients, in order to most effectively fulfil every client's financial and lifestyle objectives

Principal activities

To promote the professiona and practice of financial planning.

To advance education in the theory and practice of financial planning for the benefit of the public.

To promote high standards of education, training, experience and ethical practice amongst those engaged in the profession of financial planning.

Managing the Certified Financial Planner (CFP) certification programme in the UK.

Assisting financial planning businesses transition to a fee-based business model.

Training / Licensing / Certification

UK affiliate for the provision of CFP certification

Affiliations

We are member of:

Financial Planning Standards Board (FPSB)