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Individual Chartered status


Chartered status is the ultimate symbol of professionalism. If you care about how you and your profession are perceived, it's a natural aspiration.

There are five Chartered titles - four for those working in insurance and another for those practising as financial planners:

  • Chartered Insurance Broker - applies to appropriately qualified CII 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.
  • Chartered Insurer - applies to appropriately qualified CII members working for insurance companies and LLoyd's underwriting agents.
  • Chartered Insurance Practitioner - applies to appropriately qualified CII members who work as insurance intermediaries or loss adjusters, in trade and professional bodies and in other insurance-related occupations.
  • Chartered Insurance Risk Manager - applies to appropriately qualified CII members working within the insurance sector and in the wider commercial environment who are responsible for the identification, assessment and control of risk.
  • Chartered Financial Planner - applies to appropriately qualified PFS members who are providing financial planning advice or related activities, to individuals or corporate entities.

Attaining Chartered takes commitment. It's challenging, but achievable. And the achievement is quickly rewarded by the way others respond to you…

  • Differentiation - You will join an elite group of professionals at the forefront of the profession
  • Specialised knowledge - You will deepen and broaden your experience through study for CII professional level qualifications
  • Acknowledged professionalism - Chartered provides parity with other professionals, reinforcing your credentials and opening up potential new income streams
  • Public perception - The title is the trusted mark of professionalism and enjoys consumer confidence.

Qualification requirements for Chartered individual status

If you hold a CII Advanced Diploma then you probably already satisfy the requirements to become Chartered. Alternatively, if you hold other CII qualifications or examinations, or equivalent from other bodies, then you may already be on your way to achieving the Advanced Diploma and, in turn, Chartered status.


Qualifying criteria for Chartered insurance titles: Broker/Insurer/Practitioner/Risk Manager

GI route

Qualifying criteria for Chartered Financial Planner

FS route

If you think you already satisfy the eligibility criteria for Chartered, download the application form to the right of this page.

Alternatively, we recommended that you:

  1. Visit the CII qualifications section for full details on our Advanced Diploma qualifications including available subjects, assessment methods, completion requirements and how to enrol.
  2. If you've studied previously with the CII get your personalised 'Advanced Diploma learning statement' which tells you exactly what you need to do to complete this qualification.

Public perception of Chartered status

 

Chartered individual FAQs

 

Resources for Chartered title holders

Individual Chartered status

Document links

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Members receive exclusive discounts on CII tuition, courses and exam entry.