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10 March 2010
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Why use a CFPCM professional

Helping you make the right decisions?  

A CFP professional is a Financial Planner who has completed a high level qualification so you can ensure you are receiving advice from someone who has been appropriately tested on their financial knowledge and planning skills. The IFP knows that it is most important that your Financial Planner is someone that you can trust and that is why we make sure that all CFP professionals keep up to date by completing ongoing professional development activities to maintain and develop their knowledge and skills.
  • A CERTIFIED FINANCIAL PLANNERCM professional is someone you can trust
  • A CFP professional adheres to strict rules and regulations so you can always be sure your receiving the best advice  
  • A CFP professional talks with you to work out what you really want from life and how you achieve this with healthy finances 
  • There are over 118,000 CFP professionals globally so you know you are getting world class advice    

Professional Financial Planning:

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When should you seek financial advice?

CFP Video

Take a look at this video clip to see the standards and scope of CERTIFIED FINANCIAL PLANNER professionals, the mark of excellence in Financial Planning around the globe.

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IFP

CFPCM, CERTIFIED FINANCIAL PLANNERCM
and CFP 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.

Institute of Financial Planning Limited
Registered in England: Whitefriars Centre, Lewins Mead, Bristol BS1 2NT
Registered number: 2109630, VAT Number: 489201333