About the Institute

Institute of Financial Consultants ® is a professional body for those who work in the financial profession. Our members are employed in all sectors of the economy and make a significant contribution to the efficiency of any business. IFC offers an educational program leading to the designation of a Certified Financial Consultant ® (CFC) issued to qualified graduates. The Institute has a growing global presence.

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.

IFC membership is open to professionals working in the financial field with a minimum of three years experience in the financial profession.

Standards and Ethics

Introduction to the Code of Ethics

The Institute of Financial Consultants ® sets forth this Code of Professional Ethics to guide the professional and personal conduct of members of the institute and/or its certification holders.

Members have a professional obligation to clients, prospects, employers, employees, the general public andother members to act competently and ethically at all times. Members are expected to comply with the content and the spirit of the Code of Professional Ethics in order to fulfill this professional obligation.

This obligation extends to employees and others who are supervised by the member. The Institute's Board of Directors reserves the right to discipline members who do not comply with the Code, and may terminate membership and the privilege of using the CFC designation for breaches of the Code.

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.

IFC membership is open to professionals working in the financial field with a minimum of three years experience in the financial profession.

Our Mission Statement

The mission of the Institute of Financial Consultants ® is to :

• provide education and certification for financial consultants so that members qualified to use the designation Certified Financial Consultant ® (CFC) are recognized internationally as trusted financial consultants.
• to be the global leader in educating financial consultants.
• to achieve the highest ethical standards.

Our values include:

• Opportunity : provide education and certification for financial consultants so that members qualified.
• Integrity: to be the global leader in educating financial consultants.
• Respect: to achieve the highest ethical standards.
• Ethics: ensuring a fair, consistent, and ethical.