Wayfinder was established by the former Institute of Financial Planning (IFP) which merged with the Chartered Institute for Securities & Investment (CISI) on 1 November 2015.
The CISI is the professional body of choice for professionals in the securities and investment industry in the UK and in a growing number of major financial centres globally. We function to set standards of professional excellence and integrity for the securities and investment industry, providing qualifications and promoting the highest level of competence to our members, individuals and firm
The CISI is the exclusive licensing authority for the CERTIFIED FINANCIAL PLANNERTM designation (also shown as the CFPTM mark) in the UK. This is an internationally recognised qualification that is awarded to individuals that fulfil stringent experience and knowledge requirements and have been appropriately tested. A CERTIFIED FINANCIAL PLANNERTM professional is a Financial Planner who has completed this high level qualification and also abides by our strict code of ethics and professional practice standards.
It's very important that your financial planner is someone that you can trust, has the required knowledge and skill to help you achieve your goals in life. Accredited Firms and CFPTM professionals are monitored annually to ensure that they maintain the highest standards and can continue to deliver the valuable service you expect and deserve.
If you are a CFPTM and would like to update your profile or have any other questions, please contact: