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Personal Finance Society
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Chartered and beyond

Getting Chartered is an achievement you should be proud of. Now it's time to help your clients and professional connections understand what it means; and for you to think about your next step. 

Get the most from your Chartered Financial Planner status


You've committed yourself to study over many years; gathered years of experience along the way, and now you've done it: you're a Chartered Financial Planner! But now what? What does this mean? And more importantly, do your clients understand what your achievement means?

For many people, Chartered Financial Planner is the gold standard and is the designation they aim for to show their level of expertise and professionalism; but not everyone knows how to make the most of their Chartered status. We visited two Chartered firms to see how they make the most of their Chartered status.

LIFT-Financial Ltd case study

We spoke to Joel Adams, Founder of LIFT-Financial, Chartered Financial Planners, and some of his team about how they demonstrate their Chartered status with clients and how it has impacted their roles more broadly.

Watch the short case study film:


Get the most from your Chartered Financial Planner status

Consilia Wealth Management case study

We sat down with three of Consilia Wealth Management's Partners and Chartered Financial Planners to see how being Chartered has benefitted their clients, their firm and their own professional development.

Watch the short case study film:

Making the most of Chartered - Consilia case study


Chartered Connections Events


Chartered Connections is an initiative developed by the Personal Finance Society and run by a group of volunteers, Chartered Champions, to hold mutually beneficial educational events which provide a forum for networking and sharing best practice.

We currently work with a variety of Law and Accountancy firms to provide in depth and relevant CPD for all professionals alongside the opportunity to network.

Find out about upcoming Chartered Connections events »

To find out more and/or to get involved with the Chartered Connections initiative please email Martin Wells.

Chartered Legal Helpline


As a Chartered member you receive free access to a legal helpline service. Chartered Members can use the telephone helpline for advice on a range of legal enquiries from fully qualified lawyers. Subjects covered include partnership law, contract law, various commercial and private issues and even driving offences.

Entirely free legal advice is only a phone call away.  The calls aren't limited so you can talk for as long as you need.

Provided by Legal Assistance Direct, the Legal Helpline is exclusively for the use of Chartered Members. - you will be asked for your PIN and status when you dial in.

Simply call   01206 846121   and quote your PIN to talk to a qualified lawyer in the specialism required.

The service is entirely free to CII and Personal Finance Society Chartered Members, other than the cost of the call at local rate, and covers both business and personal legal issues*.

* Please note that the helpline is unable to provide criminal or employment law advice or advise on any legal issues (including disciplinary matters) in relation to the CII. The CII makes no representations or warranties of any kind, express or implied about the legal advice provided by Legal Assistance Direct.

Chartered Resources


Using the chartered logo

Chartered Leaflet

If you wish to provide your clients with leaflets explaining the benefits of using a Chartered Financial Planner, consider handing out our free leaflet:

Chartered animation for your website

The following animation explains the benefits for consumers to use a Chartered Financial Planner. If you wish to use this video on your own website please find the instructions below.


Embed this video on a website using the following code

<iframe src="" width="500" height="281" frameborder="0" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe> <p><a href="">FAA 2 - PFS ENDFRAME</a> from <a href="">CII group</a> on <a href="">Vimeo</a>.</p>

Alternatively download the video

To donwload the video please go to the following link and click the download button under the video: