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Chartered status

A public commitment to professional standards

Chartered status enables you as an individual and/or a firm to demonstrate your professional commitment to raising standards of knowledge, capability and ethical practice. It tells your customers that they can expect the highest quality of service.

With increased FCA regulation, new distribution channels, intense competition and relentless media scrutiny, the insurance and financial services sector has had to raise its game.

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.

Independent research shows that consumers recognise and value the Charter marque as an indication of merit, capability and commitment to ethical practice.

Chartered brings with it serious obligations. Holders are required to ensure the advice, service and ongoing support they provide is:

  • of the highest quality
  • based on the client's researched needs
  • provided by someone operating within their level of competency.

 Holders meet this in a number of ways:

  • a commitment to professional development, including attaining the highest qualifications
  • belonging to the Personal Finance Society, including adhering to the Personal Finance Society Code of Ethics
  • adhering to continuing professional development (CPD) requirements.

Genuine professionalism has never been so valued - or so necessary. The Chartered titles awarded by the CII are steeped in history, but they remain today's "gold standard" of excellence and integrity.

Use the links below to find out how you and/or your firm can become Chartered.

Chartered Individual button   Corporate chartered button 


Not already a member?

Members get access to a range of benefits, including quality CPD and discounts on CII exams.