Membership benefits

Membership identifies you as someone who follows our Code of Ethics – and therefore works to a high professional standard. That, in itself, marks you out as a competent professional.

But as you progress through your career, we’ll be here to help you achieve your career goals – all the way to achieving chartered status and beyond.

You’ll be entitled to discounted services from our partner, The CV & Interview Advisors – a leading global provider of career development and personal branding services.

This includes interview coaching and support with writing your CV and LinkedIn profile to help you progress and fulfil your ambitions – whatever they may be.

Career coaching can assist you whether you are reviewing your career goals, planning your next job search, preparing for your next promotion or just feeling in need of a 'career check-up'. We offer confidential career coaching sessions that are tailored to your needs, offering objective, independent support, to help you with your career decisions. These sessions are available face-to-face in London, or via Skype or phone.

Our CPD scheme is at the core of our professional development services. It provides a framework for our members to structure and record their ongoing learning and meets the Financial Conduct Authority's (FCA's) CPD requirements.

You can keep an accurate record of your hours using our online tool, MyCPD.

We hold regular workshops and 1-2-1 sessions on how to create a winning CV tailored for the financial services, with full access to a professional careers advisor providing you with tailored assistance.

No matter which area of banking and finance you work in, you can achieve chartered status through:

• professional education

• higher education, and

• in banking, through the Professional Experiential Route.

In financial services, we also offer professional recognition that’s exclusive to our members:

• Certified Mortgage Adviser (CMA) available to members in the mortgage advice industry.

• Certified Professional in Financial Advice (CPFA) for members in retail advice who hold their Statement of Professional Standing with us.

And we’ll give you a 50% discount on your Statement of Professional Standing if you're a member.

As a member you’ll enjoy a free digital and audio subscription to Financial World – our journal, published in association with the Centre for The Study of Financial Innovation (CSFI).

Financial World brings together thought-provoking research and commentary on the structure and development of the domestic and international financial services sector as well as the wider economy.

You’ll also get instant access to hundreds of ebooks, journals, news articles – as well as company and market data – through our e-library, KnowledgeBank.

We’re working with Antony George Recruitment who are offering members access to their Team Performance Toolkit. This toolkit supports SME’s set clear goals, monitor progress and overcome challenges they may face.

It’s for managers and owners of financial advice and planning companies. However, the templates are universal so regardless of your company background you will be able to use it. You’ll be able to access this in your Brightspace account using your LIBF login details.

Find out more about Antony George and watch a short video on the toolkit.

Our membership discounts on selected qualifications, courses and conferences will help you upskill, stay up to date with industry developments and add to your CPD. You can currently get:

• a 15% discount on CDCS/CITF/CSDG/CertPAY/CITR/CSCF (this is available for paying members only). Email customerservices@libf.ac.uk to request your discount

• 25% for LIBF Alumni for one of our MSc Banking & Finance with specialisms | Postgraduate | LIBF courses. Email admissions@libf.ac.uk for more information

• 10% off our Certified Fintech Practitioner course, email digitalbanking@libf.ac.uk to request your discount.

Our membership framework recognises that everyone will have different preferences as well as seniority and academic achievement. So we offer different levels of membership to suit different needs.

This four-part e-learning series equips professional advisors with essential skills in impact investing and philanthropy. As demand for sustainable, value-driven investments rises, this course provides the expertise needed to align financial strategies with client values.

• Introduction to philanthropy & impact investing: Gain key insights into supporting clients’ philanthropic and impact investment goals.

• Aligning client values with investments: Learn practical strategies to integrate ethics and responsibility into portfolios.

• Guiding clients’ philanthropic journeys: Explore strategy development, tax considerations, and effective support techniques.

• Becoming a trusted wealth advisor: Develop expertise to help clients make meaningful, value-driven financial decisions.

The course is accessible online, allowing participants to engage at their own pace and convenience. Additionally, an informative taster is available to generate interest and provide a glimpse into the valuable insights offered in the training.

Click here to watch the taster, or visit Philanthropy Impact’s website to explore the full course details.

Register now with a 10% discount. Use code PI-LBIF-10 at checkout: https://uk.ipi-edu-catalog.com/courses/purpose-driven-advising---mastering-impact-philanthopic-investing