IFS to offer chartered membership

clock

The Institute of Financial Services is now able to offer chartered membership in addition to its existing chartered titles.

Chartered membership will be available to those who complete the Institute's QCF Level 6 Diploma in Financial Advice (Adv DipFA) or hold an equivalent qualification.

To be eligible, applicants must also have two years' relevant industry experience and complete an annual programme of Continuing Professional Development (CPD).

Chief executive of the Institute of Financial Services, Anne Kiem, said: "We launched the advanced diploma in financial advice last year in response to clear demand from advisers for a higher level qualification.

"Awarding chartered membership will allow us to recognise the academic achievement of successful students and their on-going commitment to professional development."

Chartered members will have access to a range of benefits including designatory letters, free attendance at CPD seminars, access to networking events and discounted access to SPS and CPD verification services.

More on Adviser / Broking

Ed Bailey to lead Openwork Business School

Ed Bailey to lead Openwork Business School

Succeeds Helen Longland

Jaskeet Briah
clock 13 February 2026 • 2 min read
Financial advice should be added to workplace benefits – report

Financial advice should be added to workplace benefits – report

PIMFA Leading Lights Forum findings

Jen Frost
clock 13 February 2026 • 2 min read
Reassured partners with FOIL AI on non-disclosure

Reassured partners with FOIL AI on non-disclosure

Analysing medical data with insights from calls

Jaskeet Briah
clock 11 February 2026 • 2 min read

Highlights

COVER Survey: Advisers damning of protection insurer service levels

COVER Survey: Advisers damning of protection insurer service levels

"It takes longer than ever to get underwriting terms"

John Brazier
clock 12 October 2023 • 5 min read
Online reviews trump price for young people selecting life and health cover

Online reviews trump price for young people selecting life and health cover

According to latest ReMark report

John Brazier
clock 11 October 2023 • 2 min read
ABI members with staff neurodiversity policy nearly doubles

ABI members with staff neurodiversity policy nearly doubles

Women within executive teams have grown to 32%

Jaskeet Briah
clock 10 October 2023 • 3 min read