Accredited Financial Planning FirmsTM demonstrate excellence in everything they do and are recognised as some of the most trusted financial planning firms in the UK. They deliver a comprehensive financial planning service, helping clients achieve their life goals. They are the leaders in their profession, demonstrating the ultimate in professionalism through the calibre of the service they provide.

Current Accredited Financial Planning FirmsTM

How will your firm benefit?

Becoming an Accredited Financial Planning Firm will help build your brand awareness and gain greater professional recognition and commercial success. Benefits include:


Increased Brand Awareness

We’ll work actively to promote the Accredited Financial Planning Firms Register direct to consumers through PR campaigns and media engagement. We’ll also provide support, as well as materials to help firms promote themselves either regionally or nationally.

Accredited Financial Planning Firms Register

Be featured on our Accredited Financial Planning Firms' Register and benefit from increased brand awareness.

Gain Greater External Recognition

Be recognised for you commitment to the highest ethical and professional practice standards in financial planning, as well as achieving respect and acknowledgement from the profession.

Networking Opportunties

Network with leaders of other Accredited Financial Planning Firms via our exclusive CISI events, you'll share tips on business practice and processes and build  a better business as a result. Our annual Accredited Financial Planning Firms Conference conference is the ideal opportunity to not only benefit from high quality speakers and sessions but also to network with leaders of the profession.

The CISI is delighted to be hosting the Accredited Financial Planning Firms™ Conference 2018 on 21 May 2018. Further information to follow.


videos Find out what to expect

Recognising Excellence Award – Accredited Financial Planning FirmTM of the Year

Accredited Financial Planning FirmsTM represent the leaders in the UK financial planning profession, so this is a particularly prestigious title to win, proving the winner's credentials as one of the UK's top financial planning firms.

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Exclusive Professional Indemnity Insurance (PII) terms

We are delighted to have negotiated an enhanced Professional Indemnity Insurance (PII) facility for CISI Accredited Financial Planning Firms.

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The accreditation process

If you're an ambitious organisation focused on financial planning, becoming an Accredited Financial Planning FirmTM should be your goal.

We’ve developed specific criteria to identify firms that offer a full financial planning service and we will ask you to demonstrate that your firm meets the criteria on application and thereafter on an annual basis. This will ensure our Accredited Financial Planning Firms' register provides consumers with a list of firms that offer a consistently high level of service and that they can understand and trust. View the full accreditation criteria

Application submitted with evidence
Internal review and comments back and forth
Criteria met: sent to FP Forum for approval
Inclusion on website and Register
Invoice and payment
Application approved
Annual renewal and re-confirmation

Fees

The cost of being an Accredited Firm is £750 + £25/£75 per registered adviser, depending on whether they are CISI members or not. This fee is paid initially at the point of being approved as an Accredited Financial Planning FirmTM and at annual renewal thereafter.

Applications and renewals

To find out more about becoming an Accredited Financial Planning Firm or renewing, please contact:

Jacqueline Lockie CFPTM Chartered FCSI
Head of Financial Planning
+44 20 7645 0692
Jackie.Lockie@cisi.org