Chartered Status for firms

The financial planning market is more challenging than ever. From the impact of the RDR and the effects of the economic downturn to the far-reaching changes announced in the Budget, the industry has had to raise its game.

Corporate ‘Chartered Financial Planners’ status allows firms to demonstrate their professional commitment to raising standards of knowledge, capability and ethical practice.

Chartered firms must ensure staff members acquire and retain the necessary knowledge and skills to deliver the highest quality advice. They must also work in an ethical manner that places clients’ interests at the heart of the advice they give.

With fewer than 300 firms of ‘Chartered Financial Planners’, it remains an exclusive and valuable distinction. It carries weight with other professional firms and distinguishes planners from their competitors and peers.

It also helps firms attract and retain the best staff. Talented professionals want to work for ambitious, principled organisations, and corporate Chartered status is a clear indicator of the professional standing of a potential employer.

Genuine professionalism has never been so valued – or so necessary. The Chartered titles awarded by the CII are steeped in history, but they remain today’s “gold standard” of excellence and integrity.

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