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Individual Chartered

Chartered status is a symbol of technical competence and signifies a public commitment to professional standards.

Setting you apart

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. Here’s how Chartered 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 CII 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 requirements

If you hold a CII Advanced Diploma, then it's likely you already satisfy the requirements to become Chartered.

Qualifying criteria for Chartered Financial Planner status:

  • Hold the Advanced Diploma in Financial Planning/PFS Fellowship
  • Be a member of the Personal Finance Society
  • Have five years' relevant sector experience (not necessarily post-qualification)

Steps to becoming Chartered

Chartered status requires you to obtain 290 credits. CII Diploma holders already have more than a third of this number and, in many cases, more. The diagram below sets out more of the detail.

Steps to Chartered infographic

Join online

To apply to become a Chartered Financial Planner please visit the Chartered Financial Planner join page

Resources for Chartered members

Chartered members have access to a range of support services.