Chartered Fellow (Financial Planning) of the Chartered Institute for Securities & Investment
- Regulators
-
- Chartered Institute for Securities and Investment
- Nations
- United Kingdom
- Sectors
-
- Finance
Regulatory or professional bodies
Chartered body
- Regulatory authority
- Chartered Institute for Securities and Investment
- Address
-
20 Fenchurch Street
London
EC3M 3BY - Email address
- customersupport@cisi.org
- Website
- https://www.cisi.org/
- Phone number
- +44 (0)2076 450 777
Regulation
Regulation summary
Chartered Fellow (Financial Planning)
The new Chartered status, Chartered Fellow (Financial Planning) is a membership grade awarded by the CISI to individuals who are committed to maintaining high standards within the financial planning profession.
By becoming a Chartered Fellow (Financial Planning), you join a global community of experienced, qualified and excellent financial planners. The designation associated with this membership grade can be showcased on your online profiles such as on LinkedIn, in your email footer, or on a business card, helping you stand out and demonstrate your high level of competence to your clients and colleagues.
Regulation type
Reserved activities
None - restrictions apply to use of title only
Protected titles
Chartered Fellow (Financial Planning)
Chartered FCSI (Financial Planning)
Qualifications and experience
New professionals
- Routes to qualification
-
Pass the Level 7 Diploma in Advanced Financial Planning, successfully complete 1 year CPD as a full CISI Member, in addition to:
- 2 years of CPD successfully completed as a full CISI Member or CISI Chartered Member
or
- 1 year of CPD successfully completed as a full CISI Member or CISI Chartered Member and 2 years of CPD as a Chartered Member of a relevant Chartered Body
or
- 3 years of CPD as a Chartered Member of a relevant Chartered Body
Professionals from outside the UK
- Recognition for professionals outside the UK
- All - there are routes to recognition for professionals from all countries
- Summary of routes
-
Pass the Level 7 Diploma in Advanced Financial Planning, successfully complete 1 year CPD as a full CISI Member, in addition to:
- 2 years of CPD successfully completed as a full CISI Member or CISI Chartered Member
or
- 1 year of CPD successfully completed as a full CISI Member or CISI Chartered Member and 2 years of CPD as a Chartered Member of a relevant Chartered Body
or
- 3 years of CPD as a Chartered Member of a relevant Chartered Body - More about recognition for professionals outside the UK
- https://www.cisi.org/cisiweb2/cisi-website/join-us/membership/chartered-fcsi-(financial-planning)
Registration
- Registration requirements
-
Membership of the CISI and 35 hours CPD per year.
Legislation
- Title of relevant act or charter
-
Royal Charter
- Website link to legislation
- https://www.cisi.org/cisiweb2/cisi-website/join-us/membership-rules-regulations