Holding the Chartered Financial
Planner title will place you at the pinnacle of the profession. And
help ensure that you are recognised as such by your peers, your
employer and, most importantly, by those seeking advice.
Independent research confirms that the public places huge
importance on talking to a professional; it also confirms that
'Chartered' is the most respected indicator of professionalism.
If you have a CII Diploma under your belt, you will
be well on your way to achieving the Advanced Diploma and, in
turn, becoming a Chartered Financial Planner. Studying for the
Advanced Diploma in Financial Planning builds on the foundations
laid at Diploma level, deepening your knowledge, enhancing your
skill set, and better preparing you to offer a sophisticated
approach to financial management.
In summary, this requires you to obtain 290 credits. CII Diploma
holders already have more than a third of this number and, in many
cases, more. The diagram below sets out more of the detail.
Chartered suits you
Becoming a Chartered Financial Planner takes commitment. It's
challenging, but certainly achievable because it's designed with
you in mind - select the 'Chartered suits you' link opposite to
find out more.
Your next steps
Once you've read about how to become Chartered and how it will
benefit you, we recommend you take the following next
1. Obtain your personalised
'Advanced Diploma learning statement' to find out exactly what
you need to do to complete.
2. Visit our qualifications
section for full details on the Advanced Diploma including unit
syllabuses, completion requirements and how to enrol.