Common FAQs on Chartered status
Q1. What does an individual have to do to be eligible for a CII
A. For an individual to be awarded a Chartered title (Broker,
Insurer, Insurance Practitioner, Insurance Risk Manager or
Financial Planner) they must:
- hold a professional level CII qualification: Advanced Diploma
in Insurance/Fellowship for the insurance Chartered titles (Broker,
Insurer, Practitioner, Insurance Risk Manager) or Advanced Diploma
in Financial Planning/Fellowship of the PFS for the Financial
Planner title (CII qualifications equivalent to first degree
- Have five years' relevant industry experience (not necessarily
- Be a member of the Chartered Insurance Institute or the
Personal Finance Society, depending upon the title being applied
- Adhere to the CII's Code of Ethics
- Be able to demonstrate that their continuing professional
development (CPD) is up to date and commit to an ongoing programme
Q2. What, if any, other qualifications/exams will the CII
recognise as part of an individual's qualifying portfolio?
The CII recognises, through the award of credits, an extensive
array of qualifications from other awarding bodies through its
recognition of prior
learning service. Note: to be awarded a CII
qualification, you must obtain, by CII examination or coursework
assessment, a pass in a unit from the qualification that you are
looking to complete, and meet the qualification completion
Q3. Can someone who meets the qualifying criteria just start
using the title?
No, they must apply to the CII first so that the necessary
checks can be undertaken and approval given. An application form
for Chartered status can be found here
Q4. What rules govern the use of a Chartered title?
Holders of the title must comply with the CII's membership
requirements, including adhering to the CPD scheme requirements, and
abiding by the Code of Ethics.
Q5. Is there a CPD requirement prior to applying for the
An individual must be up to date with their CPD; new and
existing members must comply with the CII's CPD scheme requirements.
Q6. How much will it cost someone to apply for and maintain the
A. Membership pricing can be found here. The fee shown for Chartered applies to
our four insurance chartered titles. The fee for the Chartered
Financial Planner title can be found here
Q7. Can someone who qualifies for two Chartered titles use
No. CII members will be able to apply for one title only. This
title applied for should reflect the specialism that they spend the
majority of their time on.
Q8. Will the CII charge a fee to existing Chartered title
holders wishing to transfer to a different title e.g. from
Chartered Insurer to Chartered Insurance Broker, due to a change in
No. You simply need to contact CII
Customer Service. Please note that, in the case of
switching from an insurance Chartered title to Chartered Financial
Planner, or vice-versa, you will need to satisfy the different
qualification eligibility criteria that apply.
Q9. Consumers just want a good deal from their financial
products. How is Chartered status going to help?
The establishment of Chartered status introduces a new,
internationally recognisable benchmark of quality and ethical
practice for general insurance and financial advice professionals.
In addition to the holding of professional qualifications our
Chartered title-holders abide by a Code of Ethics and the CII has
the sanction of a disciplinary process against members should this
be necessary. This represents the first step in an evolving
process. The CII will work with practitioners to ensure the
standards and practices associated with a professional body are
established and maintained within general insurance
Q10. How can I show to the public I hold the title?
As an individual Chartered title holder you are able to use the
Chartered logo or title in your business dealings, typically on
your business card, letterhead, online resumes and the like.
Chartered logo guidelines explain how to use
The CII has an online searchable database for members of the
CII. The database includes an option to display only members
who hold a CII Chartered title and is available here.