IFW

The Institute for Financial Wellbeing (IFW) is a non-profit membership organization dedicated to transforming the finance services industry. They aim to shift the focus from selling products to understanding and meeting clients' needs. The IFW's mission is to educate, empower, and support individuals of all ages in achieving financial security and confidence.

By creating a space for conversation, collaboration, and positive change, they foster a sense of safety and knowledge around money. The IFW envisions a future where every adult and child has access to a financial wellbeing pathway by 2030. They achieve this by helping financial planners, advisers, and coaches improve their clients' financial wellbeing and overall fulfillment.

Through roundtable discussions, wellbeing cafe sessions, and forums, IFW members can benefit from shared resources and perspectives. Additionally, IFW offers research, tools, collaboration opportunities, events, financial coaching, and workplace wellbeing programs that embody the principles of financial wellbeing. To ensure the highest standards, they also offer accreditation for financial coaching programs.

Join IFW today to become part of a vibrant and growing community of like-minded professionals who prioritize financial wellbeing