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Personal Finance Society
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Corporate Chartered status

At the heart of Chartered status for firms is the desire to help the insurance and financial advice disciplines to improve standards of knowledge and behaviour and, in turn, levels of professionalism.

This is achieved by creating a framework that encourages and supports firms as they strive to raise standards of capability and ethical practice.

A corporate Chartered title is a commitment to an overall standard of excellence and professionalism, and evidence of that commitment to customers, partners and employees.

Becoming Chartered

Stand out for the right reasons:

Corporate 'Chartered Financial Planners' status allows firms to demonstrate their professional commitment to raising standards of knowledge, capability and ethical practice.


Chartered firms must ensure staff members acquire and retain the necessary knowledge and skills to deliver the highest quality advice. They must also work in an ethical manner that places clients' interests at the heart of the advice they give.


With fewer than 500 firms of 'Chartered Financial Planners', it remains an exclusive and valuable distinction. It carries weight with other professional firms and distinguishes planners from their competitors and peers.


It also helps firms attract and retain the best staff. Talented professionals want to work for ambitious, principled organisations, and corporate Chartered status is a clear indicator of the professional standing of a potential employer.


Genuine professionalism has never been so valued - or so necessary. The Chartered titles awarded by the CII are steeped in history, but they remain today's "gold standard" of excellence and integrity.

Supporting information

Chartered firm search

Our online directory allows you to search for Chartered firms near you

Chartered Financial Planners »


Support for Chartered firms

If your company already holds a Chartered title, visit this area for support in communicating your status, including through draft communcations to the press, staff and customers, and updating your entry on the Chartered directory.

Chartered ethics

A commitment to ethical practice is a vital part of the Chartered title. In recognition we have developed a set of ethics self-assessment toolkits especially for Chartered firms.