The Institute of Financial Planning Overview

  • Year Founded
  • 1987

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 13

Employees

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 1

The Institute of Financial Planning General Information

Description

Provider of financial planning training services. The company offers certification courses such as certificate in paraplanning, certified financial planner, fellowship financial planning and related financial courses.

Contact Information

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Educational and Training Services (B2C)
Corporate Office
  • One Redcliff Street
  • Bristol BS1 6NP
  • England, United Kingdom
+44 0117 000 0000

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The Institute of Financial Planning Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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The Institute of Financial Planning Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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The Institute of Financial Planning FAQs

  • When was The Institute of Financial Planning founded?

    The Institute of Financial Planning was founded in 1987.

  • Where is The Institute of Financial Planning headquartered?

    The Institute of Financial Planning is headquartered in Bristol, United Kingdom.

  • What is the size of The Institute of Financial Planning?

    The Institute of Financial Planning has 13 total employees.

  • What industry is The Institute of Financial Planning in?

    The Institute of Financial Planning’s primary industry is Educational and Training Services (B2C).

  • Is The Institute of Financial Planning a private or public company?

    The Institute of Financial Planning is a Private company.

  • What is The Institute of Financial Planning’s current revenue?

    The current revenue for The Institute of Financial Planning is 000000.

  • When was The Institute of Financial Planning acquired?

    The Institute of Financial Planning was acquired on 01-Nov-2015.

  • Who acquired The Institute of Financial Planning?

    The Institute of Financial Planning was acquired by The Chartered Institute for Securities & Investment.

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