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Chartered status

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.

The Corporate Chartered link below will take you through to the CII website, which contains all the information you need about attaining Chartered status for your firm.