Fee-Only Planning

Portfolio and Pensions

Free online course for any individual, to remove excess charges and commissions

So you think you know about money?

These are the quiz questions (PDF) which the above course answers. See how many you can answer straight away.

About Us

We provide a public service through the Registry of Fee-Only Advisers™ and we seek to help four groups: -




Quality Standard

We provide a certification of a quality standard for financial planning firms in their work with the general public by way of annual license to use this logo. We inspect their accounts and financial planning work. The standard required is that the firm must be remunerated only by clients by way of fees, and that their financial planning work is assessed to be within the International Practice Standards of the Board for the Certification for Financial Planners.

Courses for planners

We provide master classes both for financial planners and principals of financial planning firms. Applicants will usually have the CFP professional qualification.


Support systems and marketing

We provide a complete turnkey solution for new financial planning teams, with software and marketing and promotions services in exchange for an annual fee. For most successful enterprises, we recommend that users are very familiar with the fee-only service design taught in our principal's course.