Holding the Chartered Financial Planner title will place you at the pinnacle of the profession. And help ensure that you are recognised as such by your peers, your employer and, most importantly, by those seeking advice. Independent research confirms that the public places huge importance on talking to a professional; it also confirms that 'Chartered' is the most respected indicator of professionalism.
If you have a CII Diploma under your belt, you will be well on your way to achieving the Advanced Diploma and, in turn, becoming a Chartered Financial Planner. Studying for the Advanced Diploma in Financial Planning builds on the foundations laid at Diploma level, deepening your knowledge, enhancing your skill set, and better preparing you to offer a sophisticated approach to financial management.
In summary, this requires you to obtain 290 credits. CII Diploma holders already have more than a third of this number and, in many cases, more. The diagram below sets out more of the detail.
Chartered suits you
Becoming a Chartered Financial Planner takes commitment. It's challenging, but certainly achievable because it's designed with you in mind - select the 'Chartered suits you' link opposite to find out more.
Your next steps
Once you've read about how to become Chartered and how it will benefit you, we recommend you take the following next steps:
1. Obtain your personalised 'Advanced Diploma learning statement' to find out exactly what you need to do to complete.
2. Visit our qualifications section for full details on the Advanced Diploma including unit syllabuses, completion requirements and how to enrol.