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Personal Finance Society
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Qualification
The RQF Level 6 Advanced Diploma in Financial Planning builds on existing knowledge enabling advisers to develop specialist planning capabilities and offer a sophisticated and comprehensive approach to financial management. Members with over 5 years’ industry experience can apply for Chartered Fi...
News items | 19 Feb 2014
The Personal Finance Society has confirmed a further significant rise in the number of financial planners achieving Chartered status - up from 3,500 to 4,000 in the last 12 months. That means a record 12 per cent of its 34,000 members have now reached the milestone, which was launched in 2005.
Technical articles | 01 Jun 2010
Leading South Wales insurance broker, Antur, has been awarded Chartered status from the CII in recognition of its investment in its staff...
Technical articles | 01 Jan 2010
Last in 2009 we conducted an online survey with corporate Chartered Financial Planners.  The results suggest that, with the right level of marketing effort, Chartered status can boost profile, sharpen competitive edge and increase customer satisfaction.  The PFS is planning to sus...
01 Oct 2012
Gaining Chartered status and reaching the pinnacle of the financial planning profession is a noteworthy accomplishment and for many signifies the end of their formal professional studies.
Research | 01 Jun 2009
The CII commissioned YouGov to undertake this survey in order to measure public views towards Chartered status and the value of the Chartered brand today.
Technical articles | 02 Jun 2015
Chartered status has become a key feature of the market's commitment to raising professional standards over and above the regulatory minimum. Niall Boyd looks at its history - and its future…
Lectures | 30 Mar 2015
As the Chartered Insurance Institute confirms changes to its Corporate Chartered titles , for both financial services and general insurance, Ant Gould talks to Steve Jenkins, the CII's director, financial services and insurance markets, about the reasons for the cha...
Technical articles | 01 May 2008
Record numbers are taking the path to Chartered status, signifying a hunger for professionalism across the financial advice sector.  Chartered status has established itself as the pinnacle of achievement for financial advisers.  As the CII/PFS holds its graduation ceremony in May ...
 
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