Chartered Financial Planner

Chartered status is helping to elevate holders to the same public standing enjoyed by other Chartered professions. It further reinforces clients’ belief and conviction in the professionalism and ethical credibility of the holder.

The title is available to members carrying on business as providers of financial planning advice, or related activities, to individuals or corporate entities who meet the following criteria:

  • Hold the Advanced Diploma in Financial Planning
  • Have five years’ relevant industry experience (not necessarily post-qualification)
  • Adhere to the CII’s Code of Ethics and Conduct
  • Demonstrate three years’ existing Continuing Professional Development (CPD) and commit to maintaining this activity