The cost of Chartered Status

The following fee structure has been devised to reflect the investment and commitment of applying firms, now or previously, in supporting staff through qualifications and in being Members of the Personal Finance Society/CII.

Fees are payable annually, to be submitted together with the required annual returns. Forms will be automatically sent in advance of the anniversary date.

These requirements have been put in place to help ensure that standards of professionalism are present throughout the entire firm. Membership of the CII brings with it a requirement to adhere to its Code of Ethics and Conduct. Qualified members of the CII are also obliged to comply with continuing professional development requirements, which ensures their knowledge and skill-set remains up to date.

To apply firms need to complete the Application Form available to download in the downloads section at the bottom of the page.

All requested information must be provided, including:

• copy of previous year’s final audited accounts
• listing of Executive Directors or Partners including an outline of their principal responsibilities and Chartered qualifications held
• listing of ‘customer-facing-staff’ and corresponding CII membership status

It is important to note that the Chartered title scheme is underpinned by disciplinary procedures to ensure that agreed standards are met. The CII has the right to withdraw Chartered status from any firm found to be in breach of its regulations.

Note: Terms and conditions relating to the Chartered Financial Planners title can be found on the Application Form.