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Chartered status

Demonstrate your professional commitment to raising standards of knowledge and technical competency.

Chartered status enables you as an individual or a firm to demonstrate your professional commitment to raising standards of knowledge and technical competency. It tells your customers that they can expect the highest quality of service.

The personal finance sector has to meet the challenges of increased FCA regulation, new distribution channels, intense competition and heightened media scrutiny. And today's consumers are more demanding than ever. They want advisers and product providers to demonstrate professional capabilities. They expect to deal with individuals and firms who can provide first-class service, advice and support.

Over 5,000 advisers, representing highest qualified practitioners of the profession, have achieved Chartered Financial Planner status.

All the information you need about attaining Corporate Chartered status is available on the Chartered Insurance Institute website.

Individual Chartered

How to become a Chartered Financial Planner

Corporate Chartered

Deliver value to your business, your customers and your staff.