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By becoming an Accredited Financial Planning Firm, you will not only represent excellence in Financial Planning, but will also be able to take advantage of other opportunities too:
Also, make sure you add your profile to the VouchedFor website and invite your client to review your services.
Want to know how you can transform your firm from giving advice by providing a real planning service? This New Model Adviser article from Phil Billingham shows what makes Accredited Firms so different. Shouldn't your firm be amongst the leaders in the profession?
The IFP offices are now closed following the merger with the CISI. The combination of the two Institutes will provide additional strength and an even greater presence in the Financial Planning sector.
Please contact email@example.com for any queries or if you would like to speak to a member of the customer services team please call +44 20 7645 0777Find out more about Financial Planning from the CISI