Chartered Financial Planner

The Chartered Financial Planner title is awarded on application after the completion of a suite of qualifications designed to signal to the public that financial advisers and financial planners are 'fit for purpose'.

It will mean that members of the public will be able to call on the services of suitably qualified professionals with confidence when seeking help with their financial planning needs.

For individuals

Chartered status is the pinnacle for the financial planning professional.

The CII’s new financial planning framework will support this professional progression by providing the essential learning and qualification to first degree level which is a requirement before Chartered status can be awarded.
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For firms

You can now distinguish your business from the crowd.

The financial advice sector enters a new era of professionalism thanks to the arrival of Chartered status for firms.
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