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Post Info TOPIC: IFA practice certificate requirements
David Ballantyne


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IFA practice certificate requirements
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Hi all,

Does anyone know what the specific requirements of the Institute of Financial Accountants are for granting a practicing certificate?

I have tried looking on their website and can't find anything.  I tried emailing them and did not get a clear response back.

Are there any IFA members who can help?

Thanks,

David.



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Shamus


Forum Moderator & Expert

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Posts: 11981
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Hi David,

DipFA level and above can get a practice certificate.

can't remember the specifics of getting the certificate now. Pretty sure that the accountant references were for membership rather than the certificate.

Its the usual rules of not doing anything that you are not qualified and / or experienced to do. Also you must have adequate PII in place and they expect a copy of your policy as evidence.

The practice certificate and MLR are priced up seperately in the application as there are two seperate levels of practice certificate (part time (under £20k turnover) and full time).

Hope that's what you were looking for,

kind regards,

Shaun.


__________________

Shaun

Responses are not meant as a substitute for professional advice. Answers are intended as outline only the advice of a qualified professional with access to all relevant information should be sought before acting on any response given.
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