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
- of the highest quality
- based on the client's researched needs
- provided by someone operating within their level of
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)
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
Use the links below to find out how you and/or your firm
can become Chartered.