About Wayfinder

Wayfinder is owned by the Chartered Institute for Securities & Investment (CISI). Our goal is to champion lifelong learning and integrity, raising individual standards of knowledge, skills and behaviour globally to enhance public trust and confidence in financial services.

Powered by the CISI, FPSB, our CFP^TM Professionals and Accredited Financial Planning Firms

Who are the CISI

The Chartered Institute for Securities & Investment is the leading professional body for securities, investment, wealth, and financial planning professionals.

What is the FPSB

Financial Planning Standards Board Ltd. (FPSB) manages, develops and operates certification, education and related programs to benefit the global community by establishing, upholding and promoting worldwide professional standards in financial planning.

FPSB demonstrates its commitment to excellence with the marks of professional distinction – CFP, CERTIFIED FINANCIAL PLANNER and CFP Logo Mark – which it owns outside the United States.

What is a CFP^TM Professional

These individuals are highly trained, proving they have met rigorous international competency, ethical and professional practice standards. They specialise in improving the financial wellbeing of individuals, couples, and families.

The CFP mark gives you the peace of mind that you will receive objective, expert, and trusted financial planning advice.

What is an AFPF

Accredited Financial Planning Firms^TM 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.

Interested in being listed on Wayfinder?

Our Wayfinder search exclusively lists current CISI CFP™ professionals and Accredited Financial Planning Firms™ who have created their Wayfinder profile. To feature on the search, you must be an active CISI member, a CFP™ professional in the UK and have created a profile on the CISI website.

Existing CFP™ Professionals

Create or manage your Wayfinder profile by logging into MyCISI.

I would like to become a CFP™ professional

The CFP™ certification is the gold standard for financial planners and can only be attained through the CISI. Find out more about the journey to CFP™ certification.

Find out more

I would like my firm to become an AFPF

Becoming an AFPF can help build your brand awareness and gain greater professional recognition and commercial success.