Chartered titles

The Chartered title family

Chartered Financial Planner

Eligible members who are carrying on business as providers of financial planning advice or related activities, to individuals or corporate entities may use the descriptive title Chartered Financial Planner.

Chartered Insurer

'Chartered Insurer' applies to qualified members working for insurance companies and Lloyd's underwriting agents.

Chartered Insurance Practitioner

'Chartered Insurance Practitioner' applies to qualified members who work as insurance intermediaries or loss adjusters, in trade and professional bodies and in other insurance-related occupations.

Chartered Insurance Broker

'Chartered Insurance Broker' applies to qualified members who are carrying on business as an insurance broker. An insurance broker is an independent intermediary who acts for clients and, in respect of any product type, offers or sells the products of more than one insurer.

Note: Chartered titles are granted to individual members and are not to be used as applying to firms, partnerships or corporate bodies.

Using the CII Chartered Status marque

Fees and application form

There is an admission fee of £140 for new applications and reinstatements for a Chartered title; the fee for those wishing to change their Chartered title is £50.

Alternatively, if you are an existing Chartered title holder and wish to change your title you can also call CII Customer Service on 020 8989 8464, e-mail customer.serv@cii.co.uk.

Note: An updated version of the 'Chartered Title Directory' download is now available for download (below).