Cookies on the PFS website

By using and browsing the PFS website, you consent to cookies being used in accordance with our policy. If you do not consent, you are always free to disable cookies if your browser permits, although doing so may interfere with your use of some of our sites or services. Find out more »

Personal Finance Society
Recently added to my basket
 
Sorry but there was an error adding this to your basket. Please try adding it again
 

Chartered status

The ultimate symbol of professionalism


Chartered status enables you as an individual and/or a firm to demonstrate your professional commitment to raising standards of knowledge, capability and ethical practice. It tells your customers that they can expect the highest quality of service.

With increased FCA regulation, new distribution channels, intense competition and relentless media scrutiny, the insurance and financial services sector has had to raise its game.

And today's consumers are more demanding than ever. They want advisers and product providers to demonstrate professional capabilities. They expect to deal with individuals and firms who can provide first-class service, advice and support.

Independent research shows that consumers recognise and value the Charter marque as an indication of merit, capability and commitment to ethical practice.

Chartered brings with it serious obligations. Holders are required to ensure the advice, service and ongoing support they provide is:

  • of the highest quality
  • based on the client's researched needs
  • provided by someone operating within their level of competency.

 Holders meet this in a number of ways:

  • a commitment to professional development, including attaining the highest qualifications
  • belonging to the Personal Finance Society, including adhering to the Personal Finance Society Code of Ethics
  • adhering to continuing professional development (CPD) requirements.

Genuine professionalism has never been so valued - or so necessary. The Chartered titles awarded by the CII are steeped in history, but they remain today's "gold standard" of excellence and integrity.

Use the links below to find out how you and/or your firm can become Chartered.

Chartered Individual button   Corporate chartered button 

Chartered

Not already a member?

Members get access to a range of benefits, including quality CPD and discounts on CII exams.