Chartered Financial Planner

Introduced in 2006, the individual “Chartered Financial Planner” title is held by over 5,000 advisers (2024). 

The Personal Finance Society describes it as “… the premier title for financial advice professionals.”

Chartered status is designed 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.

To qualify, members of the Personal Finance Society must:

  • Hold the Advanced Diploma in Financial Planning
  • Have five years’ relevant industry experience
  • Adhere to the CII’s Code of Ethics and Conduct
  • Demonstrate three years’ existing Continuing Professional Development (CPD) and commit to maintaining this activity…”