My Basket0
Serving you better: Our website will be undergoing scheduled maintenance on Saturday 24 May 2025 between 08.00AM – 18:00PM BST, to improve our services and better support our member and learners.
During this time, order processing, account updates, new membership/renewals and system emails will be paused until maintenance is complete. Please allow up to 48 hours from the time of your purchase for your request or transaction to fulfil and for email confirmation to be received. We apologise for any inconvenience.
Hero

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.