Find out more about the Institute of Financial Consultants ® and the advantages of membership.
The Institute of Financial Consultants ® is an international organization body for financial professionals.
Institute of Financial Consultants® and the Certified Financial Consultant ® mark are registered with US Government Patent & Trade Mark Office and with the National Certification Commission, USA. IFC offers an educational program leading to the designation of Certified Financial Consultant ® (CFC) issued to qualified graduates.
The Institute is multidisciplinary, drawing its members from the related but separate fields of accountancy, insurance, law, funds management, tax and pensions. The Institute is forging a "new" profession that adopts the best features from these related professions and encourages the development of members' qualifications as financial consultants on the basis of their current professional qualifications.
Financial consultants provide advice to clients in a wide variety of situations from the financial planner advising individual clients on investments to those working as corporate financial officer, portfolio manager, security analyst and investment banker in organizations as diverse as brokerage firms, mutual funds, banks, trust companies, corporate finance departments, insurance companies and other financial management firms.
IFC aims to ensure its members provide competent, ethical and objective financial advice. This is to the advantage of clients and employers, the profession and individual members of the Institute.
Vision & Mission
The vision of IFC is to be the global leader in educating and certifying financial consultants.
The mission of IFC is to provide education and certification for financial consultants so that members qualified to use the designation Certified Financial Consultant ® are recognized internationally as trusted financial advisors.