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Do you need to find a personal finance company nearby or verify if a planner is certified?
This world-wide guide will help

Just finding a personal finance company or a financial planner is easy thanks to advertising, the internet and other modern media, but, how do you know if they are a professional qualified to plan your financial future?

As we've already seen in Personal finance experts (opens new window), there are various experts who might help in your planning.

Apart from that, you know that finding the best qualified help possible and avoiding conflicts of interest (opens new window) which could exist, are aspects that directly affect the quality of the advice you'll get. For this reason, we believe that it is prudent, if you are in an area where Certified Financial Planners are available, that they are the best choice and the best group of candidates from which to make your choice.

To this end, we've listed a number of sites around the world through which you can find and contact financial planners who are certified and are associated with an established personal finance company. This list will help in two ways:

  • If you haven't yet chosen anyone you could pick one from this list knowing beforehand that they are certified.
  • Or, if you need to evaluate someone who approaches you, possibly through the reference of someone you know, you can look here and confirm whether or not they are certified.

This tool, together with our guide of how to choose a financial planning analyst (opens new window), can help you as a good starting place when you decide to look for an individual professional or a specific personal finance company.

This directory has the countries or areas listed alphabetically and the links will open a new window.

Country or region Links and comments
Australia

The Financial Planning Association of Australia Limited (FPA) is recognized as the principal professional organization representing the financial planning sector in Australia. To find individual planners or companies click here.

Here you can search by city, by name and by company.  Don't overlook the advanced search if you need it.

Austria

To find financial planners click here

If the above doesn't work, go to the main page and look for the link: Experten-Suche. This will allow you to search by region

Brazil

Make an inquiry or explore the site from their home page.

Canada This search function of  Financial Planning Standards Council of Canada allows searching by postal code or area from this page
Chinese Taipei Find information on financial planners in Taipei from this link
France Search for members of Conseils en Gestion de Patrimoine Certifiés with a search by name or postal zone Click here.
Germany The German search allows you to look by name or postal code. Click here to use it.
Hong Kong The Institute of Financial Planners of Hong Kong allows searching by name or registration number. Click here.
India FPSB India offers searches by name and by city
Japan The Japan Association for Financial Planners features a contact form for making inquiries.
Malaysia Search by name or by state in Financial Planning Association of Malaysia.
New Zealand Search in the New Zealand Institute of Financial Advisers.
Singapore The Financial Planning Association of Singapore allows searching by name and license number.
South Africa Search by name, telephone area code or postal code in the  Financial Planning Institute of Southern Africa.
Switzerland The Swiss Financial Planners Organization has an alphabetical listing of members.
United Kingdom In UK the Institute of Financial Planning has a unique search function which allows you to look for advisors according to your particular needs (comprehensive planning, divorces, protection, etc.
United States The Certified Financial Planner Board of Standards in the US has a very flexible search which allows choosing Name, State, Zip Code and distance.

It is important to note that the Certified Financial Planner  designation is given to individuals and not to personal finance companies.

For this reason, the majority of the search functions offer a search by name and in some cases may list a personal finance company with which the individual is associated in the organizations records.

If you have any questions or comments please contact us.

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