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The Institute of Financial Planning is a member of the Financial Planning Standards Board (FPSB). Worldwide there are over 126,000 individuals who have been certified to use the CFP, CERTIFIED FINANCIAL PLANNER and (CFP trademark) trademarks.

Other FPSB member organisations include; Austria, Australia, Brazil, Canada, China, France, Germany, Hong Kong, India, Japan, Korea, Malaysia, Singapore, South Africa, Taiwan, Switzerland and New Zealand.

The 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 CFP certification programme on behalf of the FPSB in a country or region. The Institute of Financial Planning is the marks licensing authority in the UK.

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CFP^CM, CERTIFIED FINANCIAL PLANNER^CM and 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