Route to Chartered Financial Planner

Introduced in 2006, the individual ‘Chartered Financial Planner’ title is now held by more than 1,000 advisers, making it the premier title for financial advice professionals.

Chartered status is helping to elevate holders to the same public standing enjoyed by other Chartered professions. It further reinforces clients’ belief and conviction in the professionalism and ethical credibility of the holder.

The title is available to members carrying on business as providers of financial planning advice, or related activities, to individuals or corporate entities who meet the following criteria:

• Hold the Advanced Diploma in Financial Planning
• Have five years’ relevant industry experience (not necessarily post-qualification)
• Adhere to the CII’s Code of Ethics and Conduct
• Demonstrate three years’ existing Continuing Professional Development (CPD) and commit to maintaining this activity

Please see ‘Route to Chartered Financial Planner’ in the Downloads section below for full details.