The IFP

What do we do?

The Institute of Financial Planning (IFP) is a not for profit professional body established in 1986 to focus entirely on the practice of Financial Planning. IFP works closely with its 2000 members to help people like you across the UK to realise the importance of Financial Planning to their lives.

We do not offer any advice ourselves but we are the exclusive licensing authority for the CFP^CM, CERTIFIED FINANCIAL PLANNER^CM marks which is an internationally recognised certification awarded to individuals who fulfill the stringent requirements and have been appropriately tested.

A CERTIFIED FINANCIAL PLANNER^CM professional is a Financial Planner who has completed a high level qualification and abides by a strict code of ethics. It is most important that your Financial Planner is someone that you can trust, has the required knowledge and skill to help you achieve your goals in life. A CFP professional is monitored annually by the IFP to ensure they are keeping up to date and maintaining their knowledge and skill by checking their continuing professional development activites.

• A CERTIFIED FINANCIAL PLANNER^CM professional is someone you can trust
• A CFP professional adheres to strict rules and regulations so you can always be sure you are receiving appropriate advice for your needs  
• A CFP professional works with you to establish what you really want from life and then help you to plan your finances in order to stand the best chance of achieving your goals
• There are over 126,000 CFP professionals globally including almost 1000 in the UK. The CFP mark is recognised as the global symbol of excellence in Financial Planning

The IFP disciplinary procedures

Learn more about Financial Planning: 

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