Renew your membership/practising certificate 2022

Renew your membership and practising certificate by paying your annual fees and completing your annual returns via the member dashboard by 1 January 2022.

Renew your membership

In order to renew your membership all you have to do is:

  1. Complete your member return via your member dashboard
  2. Pay your membership fee via your member dashboard

Renew your practising certificate

If you are in practice and renewing your practising certificate you will need to :

  1. Complete your member return via your member dashboard
  2. Pay your membership fee via your member dashboard
  3. Pay your practising certificate fee via your member dashboard.
  4. Pay your firm fee to ensure you are supervised by the IFA for compliance with the Money Laundering Regulations (MLR) 2017, complete your firm return and any subsequent affiliate returns (if applicable); or
  5. Confirm who your AML supervisory body is, if different from last year, and attach a copy of your professional indemnity insurance (PII) to the supporting icon section within your member dashboard.

We will send your 2022 practising certificate once all fees are paid, your annual member return, and, if applicable, your annual firm return and any subsequent affiliate returns are completed.

Accessing your member dashboard

  1. Go to www.ifa.org.uk
  2. Go to the login icon at the top right of the screen.
  3. Enter your IFA membership number.
  4. Enter your password.
  5. Complete your annual member return.
  6. Ensure your personal details and contact details are up to date.
  7. Ensure your professional interests are up to date.
  8. Ensure your CPD records are up to date.
  9. Select Annual Payment from the options on the left-hand side of the screen.
  10. Follow the guidance and make payment in full or set up instalments.

If you experience any problems logging on please contact the membership team.

Completing your member return, and if applicable firm return, is an annual mandatory requirement as set out in the IFA bye-laws and Membership, member firms, affiliates and student regulations.

If you believe there is any reason why you are unable to meet your member obligations, including incapacity, you must inform the IFA immediately.

Benefits of membership

Help

See our step-by-step instructions on submitting your member return and paying the membership fee.

Contact the membership team

If you have any questions or need any assistance logging in to your member dashboard please contact the membership team on +44 (0)20 3567 5999 or membership@ifa.org.uk.