The Initiative for Financial Wellbeing Ltd

CPD Standards Office Provider Number: 22223

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Category: Accountancy, Financial Services & Legislation


Set up in late 2019, the Initiative for Financial Wellbeing (IFW) is a not for profit membership organisation that provides a forum for debate, learning and dissemination of what effective Financial Wellbeing practices look like and what they can achieve in a Financial Advice / Planning firm.

Aimed at Advisers, Planners, Para-Planners and Financial Coaches the IFW provides this community with a series of regular events, an annual conference, regional get togethers and structured learning programmes to support members as they develop their learning and understanding.

Accredited Activities:

  • Financial Wellbeing Certificate
  • IFW Conference
  • Invest in Wellbeing
  • Institute for Financial Wellbeing – Roundtable
  • Institute for Financial Wellbeing – Wellbeing Cafe
  • IFW Conference

Who Should Attend:

  • Financial Advisers
  • Financial Planners
  • Financial Para-Planners
  • Financial Coaches

Further Information: