Institute of Financial Planning (IFP)

Overview:

Profession(s): Financial Planning
Member Type(s): Certified Financial Planner Professionals, Financial Planners
Scope: National - United Kingdom
Formed: 1986
Members: 1,400
Registration No.: 02109630
Address: Whitefriars Centre, Lewins Mead, Bristol, BS1 2NT, UK
Phone: 01179-452470
Fax: 01179-292214
Email: enquiries@financialplanning.org.uk
Website: www.financialplanning.org.uk

Description:

The Institute of Financial Planning is the UK professional body of those committed to the development of the multi-discipline profession of Financial Planning. Its vision is to achieve recognition for the Financial Planning profession.

The Institute of Financial Planning Ltd is a non-profitable company limited by guarantee and has no shareholders

Mission/Aims:

To develop and promote the profession of Financial Planning to the general public and to those people involved in providing advice and guidance to their clients, in order to most effectively fulfil every client's financial and lifestyle objectives

Principal Activities:

To promote the professiona and practice of financial planning.

To advance education in the theory and practice of financial planning for the benefit of the public.

To promote high standards of education, training, experience and ethical practice amongst those engaged in the profession of financial planning.

Managing the Certified Financial Planner (CFP) certification programme in the UK.

Assisting financial planning businesses transition to a fee-based business model.

Member Benefits:

Members'only website
Quarterly journal
Annual Conference
Regional programme of events
Members' only offers for services and supplies

Training/Licensing/Certification:

UK affiliate for the provision of CFP certification

Affiliations:

Associations to which we are a member:
Financial Planning Standards Board (FPSB)

Verification Criteria:

Verification from the IFP's registry. This information can be obtained online or by ringing the IFP. The CFP professional will also have a current licence which they can show the client.