The Institute of Financial Services exists to support and promote professionalism in the regulated advice sector specifically, and the wider financial services industry more generally.

We do this by providing industry benchmark, FSA-approved qualifications in financial and mortgage advice and financial services conduct of business. In addition, we equip our members with the tools and on-going development they need to maintain and demonstrate the high professional standards that are key to inspiring confidence and building trust in the sector.

Membership of the Institute enables financial services professionals to become part of a highly respected professional body with a history dating back over 130 years. The services we offer are precisely and firmly focused towards maintaining professionalism and developing knowledge.

This narrow focus ensures that everything we provide is of the utmost quality and relevance to our members while enabling us to keep costs to a minimum, something that is reflected in our extremely competitive and good value membership fee.

Please use the links below for further information:

Benefits of Membership

Code of Ethics

Helping you meet the RDR challenge

How to Join