Institute of Financial Planning

Our Mission

"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".

What is the Institute of Financial Planning?

The Institute of Financial Planning is the UK professional body of those committed to the development of the multi-discipline profession of Financial Planning. Our 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.

Why was the Institute formed?

The Institute was formed in 1986 for the following key reasons:
• To promote the profession and practice of Financial Planning.
• To encourage education in the theory and practice of Financial Planning.
• To increase public awareness of the need for Financial Planning.
• To establish a Registry of Certified Financial Planner licensed practioners.
• To create a recognised professional qualification for Institute members.
• To ensure professional standards through Practice Standards for CFP ® Licensees.
• To ensure ethical standards through its Code of Ethics and Code of Practice.
• To encourage the sharing of professional knowledge and skills within the members network to benefit the client.

www.financialplanning.org.uk