How to join the Institute

IFA Member

Membership of the Institute of Financial Advisers is open to any person engaged in providing financial advice, such as investments, insurance, financial planning and estate planning..

To apply for Institute of Financial Advisers membership, simply download the online application form, complete all details and attach required documentation, sign and return it by post.

Application forms and information...

Advisers may join as an Associate Member(if RFA or QFE Adviser) or as a Practitioner Member (if AFA).

Practitioner members may follow the professional pathway to the pinnacle designations CFPCM or CLU.

Non-practitioners may be able to join as Affiliates.

There is no corporate membership.