Chartered Financial Planner

Regulators
  • Chartered Insurance Institute
Nations
United Kingdom
Sectors
  • Finance

Regulatory or professional bodies

Chartered body

Regulatory authority
Chartered Insurance Institute
Address

3rd Floor
20 Fenchurch Street
London
EC3M 3BY

Email address
customer.serv@cii.co.uk
Phone number
+44 (0)2089 898 464

Regulation

Regulation summary

Available to Advanced Diploma and Fellowship holders with at least five years' industry experience (not necessarily post qualification).

Chartered status enables you 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.

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.

Regulation type

Accreditation

Reserved activities

None - restrictions apply to use of title only

Protected titles

Chartered Financial Planner


Qualifications and experience

New professionals

Routes to qualification

To qualify for Chartered Financial Planner, you must hold the CII Level 6 Advanced Diploma in Financial Planning or PFS Fellowship, be a member of the Personal Finance Society and have at least five years’ sector experience.

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

Some qualifications from other bodies may be eligible for Recognition of Prior Learning, details can be found in the field box below.


Legislation

Title of relevant act or charter

Royal Charter and Bye-Laws of the Chartered Insurance Institute, Privy Council, Supplemental Charter (executed under warrant of the Queen's Sign Manual, 27 Jan 1987), Article 13; See also Bye-Law 10 (last amended 2007).

Licence Finder

You may need licences and permits to carry out certain activities in the UK. These are called authorisations. Use the licence finder to find what you need.