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[Join us] 21 November 2008
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CFP®, CERTIFIED FINANCIAL PLANNER(cm) and [CFP trademark]

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.

Join us

Why become a member?

There are a great number of reasons why you should become a member of the Institute of Financial Planning:

  • Develop your Financial Planning skills.
  • Instant access to a wide range of products, services and technical assistance.
  • Support from an international network of like minded professionals.
  • Education programmes for qualified and non-qualified CFP Licensees.
  • Extensive and varied annual events calendar.
  • National branch support providing free meetings and seminars in your region throughout the year.
  • Free subscription to the 'Financial Planner' magazine plus discounts on other publications/subscriptions.
  • Exclusive software and hardware deals with leading technology specialists.
  • Monthly e-news bulletin.

How to become a member

There are three methods of joining;

  • Complete the online registration form below and pay using the secure online payment system. 
  • Download and print the application form and post or fax to the IFP, please see contact details for fax number and postal address.
  • Contact us regarding memberships and applications. To speak to the Institute directly please call + 44 (0)117 945 2470

To join the Institute of Financial Planning you are required to have read and agreed to the "Code Of Ethics & Professional Practice" before proceeding with your application.

The registration form is available to download by clicking here (.pdf)

Please click here to read our data protection information.

IFP online registration form
Code of ethics agreement (please read and confirm acceptance) *
Membership type * Click here to view membership types
Title * Other
First name(s) * Surname *
Job title * Business type *
Business address details Mailing address (if different)
Business name Address
Address *
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Country * Country
Tel * (inc area code) Tel (inc area code)
Fax * (inc area code) Fax (inc area code)
Email * Email
Please select preferred correspondence method *
Post Email
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Are you a member of any other relevant organisations?
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If you answered Yes to the answer above please state which one:
Do you belong to any network or support services group?
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How did you hear about IFP membership?
Membership = £150 + £25 admin fee (one-off payment)
* fields are mandatory

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