Who we are
Certified Professional Financial Consultants is a professional body for those who work in the financial profession. Our members are employed in all sectors of the economy and make a significant contribution to the efficiency of any business.
CPFC is multidisciplinary, drawing its members from the related but separate fields of accountancy, insurance, funds management, tax and pensions. We have adopted the best features from these related professions and encouraged the development of members' qualifications as financial consultants on the basis of their current professional qualifications.

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.

CPFC 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.
CPFC membership is open to Graduates/Professionals working in the financial field.

Why Become A Certified Professional Consultant?

To be a member of a professional body can lead to better visibility, opportunities, and jobs. In today's increasingly complex and highly-specialized economy, credentials are so important. Sure, you know you've got the skills to do the job, but how do you convince potential customers and employers you do? For many career-minded professionals, certification is often the answer