Chartered title for firms

2007 sees the insurance broking and financial advice sectors enter a new era of professionalism with the arrival of Chartered status for firms

Chartered Financial Planners

To support leading firms in the financial advice sector, and to recognise their adherence to the highest standards of professional practice, the CII has introduced the corporate title ‘Chartered Financial Planners’.

Find out more . . .

Chartered Insurance Brokers

To support leading firms in the broking sector, and to recognise their adherence to the highest standards of professional practice, the CII has introduced the corporate title ‘Chartered Insurance brokers’.

Find out more . . .

The CII Broker Academy is essentially a ‘one stop shop’ training and development facility for insurance brokers. The unrivalled range of services enables the Broker Academy to cater for all learning styles and training preferences.

Enter Broker Academy . . .

Corporate Chartered Status Marque Guidelines

Click the link below for your copy of the guide to using and implementing the Corporate Chartered Status Marque for your firm. Note: Electronic marque image files will be supplied by CII Customer Service on successful application.

Download Guidelines

Application form

To apply for corporate chartered status please complete and return the Application Form available for download here (and below), ensuring that you provide all requested information and payment in respect of the annual fee.

Details on the eligibility criteria, fees payable and terms and conditions can be found in the relevant section above.