IFP logo Choice of the professional practitioner

[Join us] 21 November 2008
Home - Planners / IFP / Join us / Member benefits


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.

Member benefits

As a member of the Institute of Financial Planning you will have access to many benefits, some of which are listed below:

  • Core Membership Support
    1. Development of the Financial Planning practice
    2. Development of the Financial Planning practitioner
  • Financial Enhancements and Savings
    1. A growing number of exclusive offers, provided by leading service companies

Core Membership Support

Monthly E-News Letter
This is an interactive way to inform members of the events and benefits that are happening within the Institute and around the Financial Planning world.

Access to the Members' Only Website
With your personal username and password you will have access to the Institute's members' only website which contains up-to-date news, technical resources, events, a CPD quiz, bespoke deals for members and other useful sources of information.

Regular Branch Meetings Nationwide
The Institute has 21 branches nationwide that hold regular meetings with excellent top quality speakers. Have a look at the branch programme in your area (and neighbouring branches) which members may attend free of charge. You are able to attend any meeting you choose. The branch programme is available to view on our members' only site.

Annual Two Day Conference
The IFP annual conference is the UK's leading networking event for Financial Planning practitioners and financial services professionals. 2007 was its 20th year, and the event provided 450 plus participants with 48 hours of discussion, debate and interaction as we continue to shape the future of the Financial Planning profession in the UK.

Journal of the IFP
The Institute's magazine, Financial Planner, provided free of charge (normally £4.95) containing informative articles, news and views from experienced planners and leading industry voices.

Products & Services at Discounted Prices
Exclusive software and hardware deals with leading technology specialists.

IFP sponsors
Vantis
Green Park Insurance Services
E-volve consulting
Cardif Pinnacle
F&C Investments
click here to view sponsor's profile
IIC logo

Contact us | FAQs | Useful links | Site map

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