Accredited Financial Planning Firms
Accredited Financial Planning FirmsTM represent excellence in Financial Planning service as identified by IFP. They have been assessed by the IFP and demonstrate professionalism through the calibre of their staff and the service they provide to clients. The Institute of Financial Planning (IFP) recognises these firms as leaders in the profession, in addition to recognising individual excellence in Financial Planning via Financial Planning qualifications such as CERTIFIED FINANCIAL PLANNERCM certification, the globally recognised standard of excellence in Financial Planning.
Accredited Financial Planning Firms must meet IFP's strict criteria, abide by the code of ethics and practice standards of their professional body, and demonstrate the highest standards of Financial Planning practice.
Why apply
Increase your brand awareness, professional recognition & commercial success.
Gain Accreditation
Find out if your firm meets the requirements, how to apply and download your application.
Our commitment
We're committed to setting the standard in Financial Planning for firms to aspire to.
CFPCM, CERTIFIED FINANCIAL PLANNERCM and CFP logo are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. Institute of Financial Planning is the marks licensing authority for the CFP marks in the United Kingdom, through agreement with FPSB.