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Chartered individuals

Holding a Chartered title distinguishes you from the mass of practitioners, signaling the attainment of qualifications and the continuing pursuit of the highest professional standards. 

Chartered titles are recognised by consumers as a sign of the holder's commitment to learning, competence and ethical practice.

Chartered Financial Planner
Eligible Personal Finance Society members who are providing financial planning advice or related activities, to individuals or corporate entities, may use the descriptive title Chartered Financial Planner.

Chartered eligibility criteria
To qualify for Chartered status you must satisfy the following criteria:

  • hold a professional level qualification: Advanced Diploma in Financial Planning (equivalent to first degree level)
  • Have five years' relevant industry experience (not necessarily post-qualification)
  • Be a member of the Personal Finance Society
  • Adhere to the Personal Finance Society's Code of Ethics
  • Be able to demonstrate that your continuing professional development is up-to-date and that you are commited to an ongoing programme of continuing professional development.

Becoming Chartered
If you hold a CII financial planning Diploma but are yet to progress to the Advanced Diploma in Financial Planning, you can learn more about Chartered and how to get there here »

If you already satisfy the above eligibility criteria you can download, complete and return a Chartered Financial Planner application form »