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Corporate Chartered status

At the heart of Chartered status for firms is the desire to help the insurance and financial advice disciplines to improve standards of knowledge and behaviour and, in turn, levels of professionalism.

This is achieved by creating a framework that encourages and supports firms as they strive to raise standards of capability and ethical practice.

A corporate Chartered title is a commitment to an overall standard of excellence and professionalism, and evidence of that commitment to customers, partners and employees.

 

Are you ready for Chartered?


Your firm may already meet some of the criteria for Chartered Status. Take our survey to find out how close you are.


Chartered Financial Planners »


Chartered Insurance Brokers »

 

 

 

 

 

 

 

 

 

 

Chartered status delivers value...

...to your business

Chartered organisations tell us that it helps:

- win new business

- secure existing business

- improves perceptions with other professionals

...to your customers

Customers see Chartered status as a commitment:

- to ethical practice, based around their needs and requirements

- to the provision of competent and knowledgeable advice

- to providing service and support of the highest quality

...to your staff

Chartered organisations tell us it assists with recruitment and retention as staff:

- take pride in working for an organisation that is 'best in class'

- value working for an employer that encourages and supports professional development 

 

Chartered Financial Planners