Membership benefits

Members of the Institute of Money Advisers receive the following range of benefits:


Discounted member rates on IMA training courses (£95 rather than £165 for a full day online course.)
A free annual subscription to Quarterly Account, the professional money advice journal, and access to the online archive of articles
Access to the IMA’s Certificate in Money Advice Practice, the only Money and Pensions Service-accredited qualification at caseworker/specialist level designed for the free advice sector
IMA accreditation and CPD scheme for members who successfully complete the Certificate in Money Advice Practice
Up to four free CPD-eligible webinars per year
For Accredited members, the right to use the initials MIMA (Cert) after their name as a mark of their professional status and a special version of the IMA logo
Free access to Money Advice Trust Wiseradviser training (for Associate, Accredited and Trainee members, and Affiliate members subject to meeting Wiseradviser criteria)*
The opportunity to become approved as a DRO Intermediary, thanks to the IMA’s status as a competent authority (for Associate and Accredited members)
Networking opportunities, through free regional branch events and discounted rates at our annual conference
A voice to influence policy and practice relating to personal finance
Up-to-date information about opportunities and activities in the sector through our weekly Bulletin email
Access to the member resources in the Members’ Zone of our website
Discounted rate for members whose organisations use our QA service
IMA pin badge (for Accredited members)

For more information about the categories of IMA membership, please click here.

To apply for membership, please click here.

If you have any questions about the benefits of IMA membership, please contact us at or on 0113 242 0048.

*Members working for organisations without FCA permissions will only be granted access to introductory level courses by Wiseradviser