Holding a Chartered title distinguishes an individual from the
mass of practitioners, signaling the attainment of qualifications
and the continuing pursuit of the highest professional
Chartered titles are recognised by consumers as a sign of the
holder's commitment to learning, competence and ethical
Four chartered titles reflect the holder's career
Individual Chartered titles
Chartered Insurance Broker
Chartered Insurance Broker applies to 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 qualified CII members working for
insurance companies and Lloyd's underwriting agents.
Chartered Insurance Practitioner
Chartered Insurance Practitioner applies to qualified CII
members who work as insurance intermediaries or loss adjusters, in
trade and professional bodies and in other insurance-related
Chartered Financial Planner
Eligible CII/PFS 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 eligibility criteria
Individuals seeking to attain Chartered status must satisfy the
- hold a professional level CII qualification: Advanced Diploma
in Insurance/Fellowship for the insurance Chartered titles (Broker,
Insurer, Practitioner) or Advanced Diploma in Financial Planning
for the Financial Planner title (these are CII qualifications
equivalent to first degree level)
- Have five years' relevant industry experience (not necessarily
- Be a member of the Chartered Insurance Institute or the
Personal Finance Society, depending on the title being applied
- Adhere to the CII's Code of Ethics
- Be able to demonstrate that their continuing professional
development is up-to-date and commit to an ongoing programme of
continuing professional development.
How to apply
To apply for Chartered Individual status, please download and
complete the relevant application form on the right.