Getting Chartered is an achievement you should be proud of. Now
it's time to help your clients and professional connections
understand what it means; and for you to think about your next
Get the most from your Chartered Financial Planner status
You've committed yourself to study over many years; gathered
years of experience along the way, and now you've done it: you're a
Chartered Financial Planner! But now what? What does this mean? And
more importantly, do your clients understand what your achievement
For many people, Chartered Financial Planner is the gold
standard and is the designation they aim for to show their level of
expertise and professionalism; but not everyone knows how to make
the most of their Chartered status. We visited two Chartered firms
to see how they make the most of their Chartered status.
LIFT-Financial Ltd case study
We spoke to Joel Adams, Founder of LIFT-Financial, Chartered
Financial Planners, and some of his team about how they demonstrate
their Chartered status with clients and how it has impacted their
roles more broadly.
Watch the short case study film:
Consilia Wealth Management case study
We sat down with three of Consilia Wealth Management's Partners
and Chartered Financial Planners to see how being Chartered has
benefitted their clients, their firm and their own professional
Watch the short case study film:
Chartered Connections Events
Chartered Connections is an initiative developed by the
Personal Finance Society and run by a group of volunteers,
Chartered Champions, to hold mutually beneficial educational events
which provide a forum for networking and sharing best
We currently work with a variety of Law and Accountancy firms to
provide in depth and relevant CPD for all professionals alongside
the opportunity to network.
about upcoming Chartered Connections events »
find out more and/or to get involved with the Chartered Connections
initiative please email Martin Wells.
Chartered Legal Helpline
As a Chartered member you receive free access to a legal
helpline service. Chartered Members can use the telephone helpline
for advice on a range of legal enquiries from fully qualified
lawyers. Subjects covered include partnership law, contract law,
various commercial and private issues and even driving
Entirely free legal advice is only a phone call away.
The calls aren't limited so you can talk for as long as you
Provided by Legal Assistance Direct, the Legal Helpline is
exclusively for the use of Chartered Members. - you will be asked
for your PIN and status when you dial in.
01206 846121 and quote your
PIN to talk to a qualified lawyer in the specialism required.
The service is entirely free to CII and Personal Finance Society
Chartered Members, other than the cost of the call at local rate,
and covers both business and personal legal issues*.
* Please note that the helpline is unable to
provide criminal or employment law advice or advise on any legal
issues (including disciplinary matters) in relation to the CII. The
CII makes no representations or warranties of any kind, express or
implied about the legal advice provided by Legal Assistance
Using the chartered logo
If you wish to provide your clients with leaflets explaining the
benefits of using a Chartered Financial Planner, consider handing
out our free leaflet:
Chartered animation for your website
The following animation explains the benefits for consumers to
use a Chartered Financial Planner. If you wish to use this video on
your own website please find the instructions below.
Embed this video on a website using the following
width="500" height="281" frameborder="0" webkitallowfullscreen
<p><a href="https://vimeo.com/80379650">FAA 2 - PFS
ENDFRAME</a> from <a
href="https://vimeo.com/user7202580">CII group</a> on
Alternatively download the video
To donwload the video please go to the following link and click
the download button under the video: