The renewal process for corporate Chartered status requires
you to complete an Excel based form, before submitting it via our
website for approval. There is also some supplementary evidence
that you will need to submit, where specified, in respect of
There are comprehensive guidance notes which you must read
before completing the form. These set out the eligibility criteria
in full and will aid in completing your application correctly so
that it is processed without delay.
In summary, the application form includes the following:
- Section 1 - Corporate details
- Section 2 - Obligatory acceptance
- Section 3A - Board or highest management team members
- Section 3B - Customer-facing staff
- Section 3C - Discretionary criteria applied
- Section 4 - Membership enrolment
Please note that each section appears on a separate worksheet
(tab) in the excel form.
How to complete the form
For ease of use you can download the form to your own computer
system while you collate the necessary information and complete the
required fields before submitting this to the CII in your own
Click here to view a
guide on how to complete the online form »
STEP 1: Read the guidance notes on applying for
corporate Chartered status carefully
STEP 2: Download the renewal application form.
Complete sections 1-3C, inclusive, of the application form (as well
as Section 4 if you need to enrol new members). Please ensure you
read the guidance notes at the top of each worksheet as you work
through the form.
STEP 3: Use our 'offline verifier' tool to
check your completed application. This will allow you to check you
have included all the necessary information before you proceed to
submit the application form
STEP 4: Log in to the website to submit the
form - this MUST be done by your firm's chosen Responsible Member.
The Responsible Member submits the spreadsheet as well as the
supplementary information required to meet the criteria for
Chartered firms, completes a declaration, and completes the payment
Please note that you must complete the declaration process and
payment process in order to submit a valid application.
Renew your Chartered Financial Planners
Read the full guidance notes for applying for Chartered Financial
Planners status »
Download the renewal application form for Chartered Financial
Planners status »
3. Validate your
completed application form online »
This will allow you to check you have filled in the required
information correctly, allowing you to correct any errors before
final submission of the form.
4. Responsible Member
log in to submit your completed application form, and supplementary