Why your firm should apply
Becoming an Accredited Financial Planning FirmTM will help your business gain ultimate recognition from your professional peers and consumers, as well as distinguish your business from its competitors.
It demonstrates your firm's commitment to providing a Financial Planning service delivered by practitioners with advanced level qualifications in Financial Planning, or those who are mentored by such individuals. Most importantly, it will give consumers confidence in your firm’s ability to help them achieve their life goals.
Improve brand awareness
Align your brand with excellence in Financial Planning. We’ll work with you to achieve broader recognition from the consumer and the profession with national public relations campaigns.
Enhanced professional recognition
Becoming an Accredited Financial Planning Firm provides strong external recognition of your commitment to the highest ethical and professional practice standards in Financial Planning, as well as achieving respect and acknowledgement from the profession. You will also become an “employer of choice”, attracting and retaining staff of the highest calibre.
Greater commercial success
IFP's Accredited Financial Planning Firms' register will enable consumers to identify your firm as one which adopts only the highest standards of professionalism and service in Financial Planning, helping you gain market advantage. By networking with leaders from other Accredited Financial Planning Firms at exclusive IFP events, you’ll share tips on business practice and processes and build an even better business as a result.





CFPCM, CERTIFIED FINANCIAL PLANNERCM and CFP logo 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.