The global network

The Institute of Financial Planning is the UK

The Institute of Financial Planning is the UK affiliate member of Financial Planning Standards Board (FPSB). Worldwide there are over 138,000 individuals who have been certified to use the CFPCM, CERTIFIED FINANCIAL PLANNERCM (CFP trademark) trademarks. 

FPSB exists to:

  • promote the professionalism of individuals and organisations offering personal Financial Planning services
  • ensure that such services are offered in an ethical and competent manner throughout the world.

To join  FPSB, an organisation must make a commitment to adopt rigorous standards of education, continuing professional development and ethical behaviour. Organisations that meet and maintain FPSB's criteria are authorised to administer the CFPCM certification programme on behalf of FPSB in a country or region. The Institute of Financial Planning is the marks licensing authority in the UK.

 

Check out the new blogging website from FPSB on Financial Planning professionalism - building a global conversation about Financial Planning online.