The Institute of Financial Consultants (IFC) is an international professional organization with a worldwide membership.
The Institute is registered with the National Certification Commission, USA
IFC offers a post-graduate 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.
Certified 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
The vision of IFC is to be the global leader in educating and certifying financial consultants.
Mission
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.
Objectives
The objectives of IFC are to:
- offer thorough and accessible educational programs for professionals anywhere in the world to qualify as competent financial consultants
- issue the designation of Certified Financial Consultant (CFC) to qualified graduates of the education program
- ensure each member adheres to the Institute's code of ethics
- grow public respect for, and confidence in, the profession of financial consulting
- gather and circulate current information relevant to financial consulting to Institute members
- encourage and provide opportunity for Institute members from all countries to share their knowledge and experience in financial consulting
- promote and enhance professional and career opportunities for Institute members throughout the world by maintaining the high standards of the Certified Financial Consultant designation.
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