CGIA Certified Investment Firms (CIF™) are the leading global investment and financial planning firms which have distinguished themselves as the go-to authority when it comes to financial planning and investment advisory.
Financial advisory firms, which either manage assets or provide investment advice to clients have a huge obligation in executing these tasks, especially while exhibiting the highest level of professionalism.
Why become CIF™?
- Position your firm as a leading authority in the finance and investment industry
- Gain trust with your current and potential clients with the CGIA Institute certification
- Prominent placement of your company logo on all marketing materials as CGIA Institute CIF
- Publicity on promotional mails, electronic messages/web campaigns
- Special mention in press releases as a CIF
- Write-up on the Institutes Insights page
- Special mention in press releases
- We hyperlink your logo to your website
- Profile of your company in post CGIA Institutes regular newsletters and reports
- Special discounted rates at CGIA Institute events for your staff and partners
- Regular speaking opportunities at CGIA Institute events
- Opportunity to network with other leading firms as well as regulators across multiple markets
Get your firm certified by CGIA Institute
- Submit CIF application form
- Further submission of evidence of firm (requested by CGIA Institute)
- Review of application and all related document
- Interview with review panel
- Approval of application
- Payment of appropriate fees
- Inclusion CIF portal
If your application to become a Certified Investment Firm™ is successful, you are required to pay $550 which is payable at the time of acceptance.
Become a CGIA CIF
Ready to move your financial firm a step higher?
Get certified by the CGIA. Apply now to become a CGIA Certified Investment Firm (CIF).