Certification

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We are the leading dedicated certification body in the UK for ISO 22222:2005 Personal financial planning – requirements for personal financial planners, BS 8577:2012 Framework for the provision of financial advice and planning services, BS 8453:2011 Compliance framework for regulated  financial services firms and The Paraplanner Standard™

 

Should the thought of achieving one or  more of these best practice standards get your operational taste buds tingling, then you will love our world-leading best practice certification programmes. We promise to challenge your thinking, raise your  bar and provide you with the structure and framework to achieve global operational and financial planning excellence.

 

Tried and tested, the best practice certification process includes the key elements of training, gap analysis, document and process review, assessment and ongoing quality review.

 

Benefits are endless…

 

Those who embark on this amazing journey are rewarded with benefits in abundance, including:

slicker, more efficient, more effective internal and client-facing processes

recognition from their peers, professional connections and clients that business excellence is firmly at the heart of what they do

increased business and marketing generic of zovirax opportunities

a central feeling of a TEAM (Together Everyone Achieves More) culture, created by a single focus on achieving the highest possible standards in financial services

… and that’s just for starters!

Want to prove you’re the best in the business?

Click here today to find out more about how certification can benefit you

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“I have found the discipline of following the requirements of BS 8577  and ISO 22222  to be extremely beneficial to the business and after 6 years of membership it has only got better and better.

 
I have recommended the accreditations to many other advisers but I have emphasised that it is not a certificate to be obtained and ‘stuck on the wall.’ It is a whole philosophy and a way of working on a day-to-day basis which, if taken fully on board, will only benefit the adviser, the company, and the client.”

 

– Alan Moran, Interface Financial Planning