Do you need to find a
personal finance company nearby or verify if a planner is
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
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
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.
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
Make an inquiry or explore
the site from their home page.
||This search function of Financial Planning Standards Council
of Canada allows searching by postal code or
area from this page
||Find information on financial planners in
Taipei from this link
||Search for members of Conseils en Gestion de Patrimoine Certifiés with a search by name or postal zone Click here.
||The German search allows you to look by name
or postal code. Click here to use it.
||The Institute of Financial Planners of Hong Kong allows searching by name or registration number. Click
|| FPSB India offers searches by name and
||The Japan Association for Financial Planners features a contact form for making inquiries.
||Search by name or by state in Financial Planning Association of Malaysia.
||Search in the New
Zealand Institute of Financial Advisers.
||The Financial Planning Association of Singapore allows searching by name and license number.
||Search by name, telephone area code or
postal code in the Financial Planning Institute of Southern Africa.
||The Swiss Financial Planners Organization has an alphabetical listing of members.
||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,
||The Certified Financial Planner Board of Standards in the US has a very flexible search which
allows choosing Name, State, Zip Code and
It is important to note that the Certified Financial Planner
designation is given to individuals and not to personal finance
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
If you have any questions or comments please contact us.
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