Cookies on the PFS website

By using and browsing the PFS website, you consent to cookies being used in accordance with our policy. If you do not consent, you are always free to disable cookies if your browser permits, although doing so may interfere with your use of some of our sites or services. Find out more »

Personal Finance Society
Recently added to my basket
Sorry but there was an error adding this to your basket. Please try adding it again

Apply now:

Corporate Chartered Financial Planners status

The application process for corporate Chartered status requires you to complete an Excel based form, before submitting it via our website for approval. There is also some supplementary evidence that you will need to submit, where specified, in respect of certain criteria.

There are comprehensive guidance notes which you must read before completing the form. These set out the eligibility criteria in full and will aid in completing your application correctly so that it is processed without delay.
In summary, the application form includes the following:

  • Section 1 - Corporate details
  • Section 2 - Obligatory acceptance criteria
  • Section 3A - Board or highest management team members details
  • Section 3B - Customer-facing staff details
  • Section 3C - Discretionary criteria applied for
  • Section 4 - Membership enrolment

Please note that each section appears on a separate worksheet (tab) in the excel form.

How to complete the form

For ease of use you can download the form to your own computer system while you collate the necessary information and complete the required fields before submitting this to the CII in your own time.

Click here to view a guide on how to complete the online form »

STEP 1: Read the guidance notes on applying for corporate Chartered status carefully

STEP 2: Download the application form. Complete sections 1-3C, inclusive, of the application form (as well as Section 4 if you need to enrol new members). Please ensure you read the guidance notes at the top of each worksheet as you work through the form.

STEP 3: Use our 'offline verifier' tool to check your completed application. This will allow you to check you have included all the necessary information before you proceed to submit the application form

STEP 4: Log in to the website to submit the form - this MUST be done by your firm's chosen Responsible Member. The Responsible Member submits the spreadsheet as well as the supplementary information required to meet the criteria for Chartered firms, completes a declaration, and completes the payment process.

Please note that you must complete the declaration process and payment process in order to submit a valid application.

Apply for Chartered Financial Planners status

1. Read the full guidance notes for applying for Chartered Financial Planners status »

2. Download the application form for Chartered Financial Planners status »

3. Validate your completed application form online »

This will allow you to check you have filled in the required information correctly, allowing you to correct any errors before final submission of the form.

4. Responsible Member log in to submit your completed application form, and supplementary evidence »