Accreditation criteria

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.

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.

Recognising Excellence Award – Accredited Financial Planning Firm^TM of the Year

Accredited Financial Planning Firms^TM 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.

Accredited Financial Planning Firms^TM 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.

Our annual award recognises the firm which has made the strongest impact on the financial planning profession over the preceding 12 months and is presented annually at our Financial Planning Conference.

Firms are assessed by a panel of judges on their contribution to the profession as well as on business performance.  As well a trophy, the winning firm receives considerable kudos and increased recognition across the profession.

Recognising Excellence - Accredited Financial Planning Firm^TM of the Year in 2019: Berry & Oak

Highly commended: Citywide Financial Partners

Accredited Financial Planning Firms Register

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

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.

Find out what to expect