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Personal Finance Society
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Paper No. 6 - Life after Chartered

Gaining Chartered status and reaching the pinnacle of the financial planning profession is a noteworthy accomplishment and for many signifies the end of their formal professional studies.

However, a growing number of Chartered Financial Planners have expressed a desire to further enhance their academic achievements and with the RDR raising levels of professionalism at the entry level, Chartered Financial Planners are increasingly looking for alternative ways to differentiate themselves from their peers.

This paper explores some of the different options available to Chartered Financial Planners, or those individuals in different roles who hold the CII's Advanced Diploma in Financial Planning.

Download the full paper here »