Further information
Full details on the criteria for corporate Chartered status can be found in the guidance notes contained via the link below.
The application process requires you to download an Excel based form, (also via a link below) complete the worksheets within it to include information on your firm, and then upload the completed form to our website.
Read the application guidance notes
Apply for corporate Chartered status
To discuss the Chartered Financial Planners title please contact the PFS at:
Customer Service
42-48 High Road South Woodford
London E18 2JP
tel: +44 (0)20 8530 0852
fax: +44 (0)20 8530 3052
customer.serv@thepfs.co.uk
