There are different routes to Chartered status and a wide
variety of resources to support you in your quest. With careful
planning you could get there quicker.
Build on your knowledge in your specialist area
You can view an overview of the Advanced Diploma in Financial
Planning watching the short video below:
When studying for the Advanced Diploma you can combine different
units to build on prior learning and complement your particular
area of work, or an area of financial advice you aspire to move
into, as the following indicates:
Your past qualifications can count
A CII personalised Learning Statement provides a record of the
exams and resultant credits you hold which can be used towards
completing CII qualifications. This includes both CII exams and
exams obtained through other awarding bodies (such as professional
bodies, universities etc.) that you have told us about.
Importantly, your statement now sets out what
you personally need to do to complete a
qualification you are, or may be considering working
your personalised learning statement now »
Create a programme to fit your study
You can make studying simpler by selecting the learning and
revision materials that best suit you. The right choice of learning
materials can make a big difference.
For example, attending a CII Face-to-Face revision course can
improve your chances of first time exam success by as much as 50%.
Get the inside track on your chosen qualification page
on this website.
Be an effective learner
Follow some simple steps and you'll stand the best chances of
- Formulate a realistic study plan and stick to it
- Don't cram, study a little and often
- Understand your subject by knowing the unit syllabus inside
- Use a blend of learning and revision materials to improve
understanding and recall.
Take exams when you're ready
Advanced Diploma exams are available twice yearly in April and
October. Get the dates for your diary on each qualification page on
Aim for Chartered
Considering becoming Chartered?
Watch our brief video guide on the benefits of becoming a
Chartered Financial Planner:
Why becoming Chartered will
You will join an elite group of financial advisers with proven,
- Specialised knowledge
You will deepen and broaden your experience through the Advanced
Diploma, the route to Chartered status
- Acknowledged professionalism
'Chartered' offers professional parity, it opens doors to
important new business streams from other professions
- Public perception
The title is the trusted mark of professionals and enjoys consumer
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
For an individual to be awarded the Chartered Financial Planner
title they must:
- hold a professional level CII qualification: Advanced Diploma
in Financial Planning (CII qualifications equivalent to first
- Have five years' relevant industry experience (not necessarily
- Be a member of the Personal Finance Society
- Adhere to the CII's/PFS's Code of Ethics
- Be able to demonstrate that their continuing professional
development (CPD) is up to date and commit to an ongoing programme
If you have met these requirements and wish to apply for
chartered status please complete and return the following form:
Download the application form here »
To find out answers to frequently asked questions regarding
Chartered Planner Status please read our FAQ:
Read the Chartered FAQ »