Accredited Financial Planning Firms

If you're an ambitious organisation focused on Financial Planning, becoming an Accredited Financial Planning FirmTM should be your goal. These firms have been assessed by the IFP and demonstrate the ultimate in professionalism through the calibre of their staff and the service they provide to clients. The IFP recognises these firms as leaders in the profession, in addition to recognising individual excellence in Financial Planning through CERTIFIED FINANCIAL PLANNERCM certification. Don't just take our word for it!   Hear directly from members of Accredited Financial Planning FirmsTM  in the video below as to why being Accredited is so important to their businesses, helping them to innovate and grow.

Accredited Financial Planning Firms must meet IFP's strict criteria, abide by the code of ethics and practice standards of their professional body, and demonstrate the highest standards of Financial Planning practice.


The Process

Find out if your firm meets
the requirements and
download an application.

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Our commitment

We're setting the standard
in Financial Planning for
firms to aspire to.

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Added extras

Accredited Financial
Planning FirmsTM also
receive other benefits.

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