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service message Important Notice: Essential System Maintenance – 10 October, 08:00–12:00 To support our ongoing security and compliance requirements, essential system maintenance will take place on 10 October between 08:00 and 12:00. During this period, any new PSI examinations booked during the maintenance window may not be visible in the MyCII/MyPFS dashboard until the work has been completed. Orders submitted during this time may also experience processing delays. We apologise for any inconvenience and appreciate your patience while we carry out these important security updates.
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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.