
Regulatory Resources
Independent finance professionals (IFPs) must stay on top of regulations and maintain their ethical standards. Our resources are here to help
Resources to help
Explore advice and pointers on how to uphold ethical standards and stay on top of your profession.
More Resources will be released in the future
Clients and Brand
Build the best client base and professional brand with this bundle of resources.
Technical Skills
These resources aim to boost your practical skills, services, and support.
Getting Started
Start enjoying the freedom and opportunities of being an IFP with our tips and advice.
Being Your Own Boss
Learn to be more effective at working for yourself with this set of resources.