What is the Chartered Institute of Financial Management (CIFM)?

The Chartered Institute of Financial Management (CIFM) connects those who need, support and deliver financial planning. We believe that everyone is entitled to objective advice from a competent, ethical financial planner to make smart financial decisions.CIFM members (PFP ChFA CIFA EFP demonstrate and support a professional commitment to education and a client-centered financial planning or investing process.
CIFM is built around five Core Values - Specialty, Integrity, Independence, Equity and Honour. We want as members those who share our Core Values.  CIFM's primary aim is to be the community that fosters the value of financial planning (personal and corporate) and advances the financial planning (personal and corporate) profession.
CIFM members include individuals and companies that are dedicated to a client-centered financial planning process. We provide the resources, tools, education and leadership development that is necessary for our members' success.

Who are CIFM Members?

CIFM members demonstrate a commitment to the highest standards of professional competence, ethical conduct and clear, complete disclosure for financial planning or investing  professionals.

CIFM's individual members include financial planners, accountants, attorneys, bankers, charitable giving specialists, insurance agents, stockbrokers, money managers, investment consultants, broker-dealer and corporate executives, and others who champion the financial planning process. CIFM institutional membership connects firms that support the financial planning process to the financial planning community.

What Benefits Does CIFM Offer its Members?

CIFM is the organization that helps practitioners succeed as financial planners. We cultivate the body of knowledge for financial planning, share best practices and encourage professional development. CIFM provides opportunities for members to develop leadership skills to advance their personal and professional goals. We recognize leaders in the financial planning profession.