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
- Website
- https://www.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
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.
- More about recognition for professionals outside the UK
- https://www.ciigroup.org/en/learning/accreditation/recognition-of-prior-learning/?_gl=1*1m5blv4*_ga*MTk3NDk2MDIzNC4xNjY3NDk1MTM5*_ga_K2PJ9RSF5T*MTY3NDIzNDQ2My4xMDEuMS4xNjc0MjM1NzE0LjQ1LjAuMA
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).
- Website link to legislation
- https://www.cii.co.uk/media/17919/charter_bye_laws.pdf