How Chartered Status works in practice
Successful firms are eligible to describe themselves as ‘Chartered Financial Planners’.
On a practical level this typically involves:
- Using the term ‘Chartered Financial Planners’ on all business stationery, promotional materials and company signage
- Describing themselves in these terms in any communications they produce
- Displaying certification at each of their branches highlighting their Chartered status
- A listing on the CII’s publicly searchable online Chartered firm database. This includes details of the classes of business dealt with, together with contact details
To help firms the CII has produced a simple guide,
Corporate Chartered Status – Your guide to making it work hard for you, that offers practical advice on measures that firms can take to spread the word about their corporate Chartered status. This is supported by a range of practical tools to assist with communications to customers, the public and staff.
