Join the IFW
Membership of the IFW signifies that you care about the financial choices that your clients make and that you are committed to increasing their financial understanding and engagement between their life goals and their financial decisions.
Having gained recognition as an Institute in 2022 your involvement as a member is an integral part of our joint success to date and will remain so.
You can read our Mission and Vision here.
What does this include?
- Monthly Events: lunchtime sessions on all aspects of financial wellbeing
- Newsletters: A community update that shares insights, lessons and stories
- Access to Learning: Via the Resources Portal on the website
- Annual Events: Meet other members and wellbeing specialists at the Annual Conference
- Financial Coaching: Learn how coaching skills can improve client engagement
- CPD: Gain Professional development through attending events
- Research Findings: Have a say on specific sector research projects
- Workplace Wellbeing: Access content and engage with specialist practitioners
Get involved
We love to hear from individuals and organisations who would like to get involved.