Individual Chartered
Chartered status is a symbol of technical competence and signifies a public commitment to professional standards. Holding the Chartered Financial Planner title will help ensure that you are recognised as such by your peers, your employer and, most importantly, by those seeking advice. Independent research confirms that the public places huge importance on talking to a professional; it also confirms that 'Chartered' is the most respected indicator of professionalism.
How Chartered status sets you apart:
- Differentiation – you will join a prestigious group of members at the forefront of the profession
- Specialised knowledge – you will develop your technical knowledge through study towards PFS level 6 qualifications
- Acknowledged professionalism – Chartered status provides parity with other professions, reinforcing your credentials
- Chartered status is recognised and respected by consumers as a mark of trust
Eligibility
If you hold a Personal Finance Society Advanced Diploma, then it's likely you already satisfy the requirements to become Chartered. Qualifying criteria for Chartered Financial Planner status:
- Advanced Diploma in Financial Planning/PFS Fellowship
- Member of the Personal Finance Society
- Five years' relevant sector experience (not necessarily post-qualification)
Steps to becoming Chartered
The Chartered Financial Planner title required you to hold the Level 6 Advanced Diploma in Financial Planning qualification and to have at least five years' sector experience (not necessarily post-qualification).
Further information
- Chartered marks are the most effective way to promote your Chartered status. Displaying the Chartered mark ensures that customers, employers and professional peers recognise your achievement and technical expertise.
- Rules about how it can be used are covered in Guidelines for Chartered mark usage (PDF)
- Contact Customer Service on +44 (0)20 8989 8464 or email us on customer.serv@thepfs.org
- Chartered members also receive other member benefits
Individual Chartered
Apply to become a Chartered Financial Planner
Individual Chartered - Join Online