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LIBF Part of Walbrook Institute London

Certified Professional in Financial Advice

If you're a fully active financial adviser, a Member of LIBF – and hold our Statement of Professional Standing – you’re eligible for Certified Professional in Financial Advice status.

Do your customers know what an accomplished professional you are?

If you’re a fully active retail investment adviser qualified at Level 4 or above we can award Certified Professional in Financial Advice (CPFA).

This will help you stand out from your peers:

  • on social media

  • on your website

  • in your email signature, and

  • on the Financial Conduct Authority (FCA) Register if your membership’s been included.

It's free to Members of LIBF (MLIBFs), who hold a Statement of Professional Standing (SPS) with us.

Digital credentials

CPFA status comes with an eye-catching digital badge, which you can use on your website and in other digital communications. Existing and prospective clients can click on this to see the skills, knowledge and ethos that your CPFA status demonstrates.

Certified Professional in Financial Advice digital badge.

Becoming a Certified Professional in Financial Advice

To be eligible for CPFA status, you must:

  • hold your Statement of Professional Standing (SPS) with us, and

  • be a Member of LIBF (MLIBF).

If you meet the above requirements, we’ll contact you to let you know you’ve achieved CPFA status.

If you're not already MLIBF, you can apply for membership through the homepage on your MyLIBF account. For an annual fee of only £95, membership will give you other benefits too, including a 50% discount on your next SPS.

Your CPFA status will be added to our Professional Services Register and you’ll be awarded your digital badge. Your CPFA will last as long as you hold:

  • membership of LIBF

  • your Statement of Professional Standing (SPS) with us.

If you apply for new membership and SPS at the same time, your CPFA status will last for 12 months. You will be invited to renew your membership and retain CPFA status before your membership expiry date. If either your membership or SPS lapse, you’ll no longer qualify for CPFA status.

If your SPS has lapsed – perhaps because you're not currently advising – you may be eligible for our Certificate in Professional Achievement (CPA).

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Membership

CPFA status is a benefit of LIBF membership, not a form of membership in its own right.

However, membership of a professional body such as LIBF can be listed on an individual’s record on the FCA Register. In that respect, becoming an MLIBF will help you stand out from your peers.

Apply for LIBF membership

Frequently asked questions (FAQ)

Questions about our membership?

If you have any questions about LIBF membership, please contact our customer services team.

Our customer services office is open: Monday to Friday from 8.30am to 5.30pm UK time.

Student adviser ready to help you through any queries