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We are the professional body for the financial planning profession in the UK. Our remit is to lead the financial planning community towards higher levels of professionalism exhibited through technical knowledge, client service and ethical practice. Learn more about our structure and constitution.
We support your professional development and help enhance your career potential.
We can help you on your journey into the world of personal finance.
We work strategically with organisations and businesses to raise professional standards.
We help build trust in the financial planning profession.
Serving you better: Our website will be undergoing scheduled maintenance on Saturday 24 May 2025 between 08.00AM – 18:00PM BST, to improve our services and better support our member and learners.