IFA membership grades

Obtaining and membership with the IFA demontrates a high level of integrity, ethical behaviour and good standing.   

Associate (AFA/MIPA)

In order to join the IFA at the AFA level you will need to be able to demonstrate the equivalent of a Level 5 accountancy qualification covering at least the same level and content as our Level 5 Diploma for Financial Managers.

Members at AFA level based in the UK offering services to the public for reward will be required to apply for an IFA practising certificate. You will need to meet the IFA practising certificate eligibility criteria.

Members must met the IFA's CPD requirements and members in practice are expected to gain the appropriate technical theory in order to operate as an IFA Financial Accountant offering accountancy services to the public. 

Fellow (FFA/FIPA)

FFA is the IFA’s highest membership grade. You will have been working in a senior role in the accountancy profession for no fewer than ten years, the last five at a senior level in accountancy.

You will need to have a minimum of five consecutive years’ membership with the IFA at AFA level or equivalent from another professional accountancy body.

Members at FFA level based in the UK offering services to the public for reward will be required to apply for an IFA practising certificate. You will need to meet the IFA practising certificate eligibility criteria.

Members must met the IFA's CPD requirements and members in practice are expected to gain the appropriate technical theory in order to operate as an IFA Financial Accountant offering accountancy services to the public. 

Associate Tax Adviser (ATA)

Membership at Associate (ATA) means you can refer to yourself as an IFA Tax Adviser. In order to obtain this grade of membership you will need to demonstrate that you have successfully completed a Level 4 Tax qualification equivalent or greater than the IFA’s Level 4 Tax for SMEs. This grade of membership can run alongside the IFA AFA membership grade. 

Members at ATA level based in the UK offering services to the public for reward will be required to apply for an IFA practising certificate. You will need to meet the IFA practising certificate eligibility criteria.

Members must met the IFA's CPD requirements and members in practice are expected to gain the appropriate technical theory in order to operate as an IFA Tax Adviser offering taxation services to the public. 

Fellow Tax Adviser (FTA)

Membership at the grade of Fellow (FTA) means you can refer to yourself as an IFA Tax Adviser. In order to obtain this grade of membership you will have been working in a senior role in the tax profession for no fewer than ten years, the last five at a senior level in taxation.

You will need to have a minimum of five consecutive years’ membership with the IFA at Associate level or equivalent from another professional accountancy body. This grade of membership can run alongside the IFA FFA membership grade. 

Obtaining this grade of membership demonstrates that you have maintained a high level of integrity, ethical behaviour and good standing with the IFA. Members must meet the IFA’s CPD requirements. 

Members at FTA level who are based in the UK offering services to the public for reward will be required to apply for an IFA practising certificate. You will need to meet the IFA practising certificate eligibility criteria. 

Members must met the IFA's CPD requirements and members in practice are expected to gain the appropriate technical theory in order to operate as an IFA Tax Adviser offering taxation services to the public. 

Retired membership

We understand that some members are coming to the end of their professional career but would like to continue their membership with us.

We offer a retired membership level and to be eligible you will need to meet the following criteria:

  • fully retired from all remunerated activity; and
  • be either an Associate or Fellow of the IFA.

You will also need to surrender your IFA practising certificate if you previously held one.

By accepting this level of membership your rights to act in a voluntary role are not affected. However, if you do provide voluntary services you will need to comply with the IFA’s CPD requirements.

The IFA reserves the right to request evidence to support your retired membership application.

Download the retired application form.

Lifetime membership

We are able to reward long-standing members with a lifetime membership at their current grade. To be eligible you will need to meet the following criteria:

  • fully retired from all remunerated activity;
  • be over 60 years of age;
  • have been a member with the IFA for over 30 years; and
  • be either an Associate or Fellow of the IFA.

You will also need to surrender your IFA practising certificate if you previously held one.

By accepting this level of membership your rights to act in a voluntary role are not affected. However, if you do provide voluntary services you will need to comply with the IFA’s CPD requirements.

The IFA reserves the right to request evidence to support your lifetime membership application.

Download the lifetime application form