The business principle (by examination) is a member of:

- The Chartered Insurance Instiute (CII) 
- The Institute of Financial Planning (IFP)
- The Personal Finance Society (PFS)

Each one of these professional organisations has a strict code of business ethics.

The professional qualifications of the business principle extend to:

- Financial Planning Certificate
- Advanced Financial Planning Certificate
- Diploma in Financial Planning
- Certified Financial Planner Licence

Only 700 or so people in the UK’s financial services sector have been awarded the Certified Financial Planner Licence.

For further information on the professional bodies who are dedicated to promoting high standards of competence, please use the following links:  

www.cii.co.uk........www.financialplanning.org.uk........www.thepfs.org