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Why Chartered status makes a difference

Competence. Knowledge. Ethical behaviour.

Do these terms sum up what you look for in your dealings with insurance and financial planning professionals?

Well, they are precisely the qualities embodied by 'Chartered' status.

The Chartered logo signifies that an individual or an organisation has committed to:

  • the highest levels of technical and professional knowledge and competence through professional qualifications
  • keeping knowledge and skills up-to-date through continuing professional development
  • ethical conduct through adhering to an industry Code of Ethics enforced through disciplinary sanctions.  
Chartered video 1 thumbnail Chartered video 2 thumbnail

Chartered individuals and organisations are rightly proud of their achievement, usually including mention of it in their promotional materials and business communications, mostly commonly through the use of a logo or a descriptor. 

Chartered firm search 

Our online directory allows you to search for firms near you:

Chartered Insurers »

Chartered Insurance Brokers »

Chartered Financial Planners »

Individual Chartered titles

We have five Chartered titles to cover the different specialisations for those working in the insurance and financial advice professions: Chartered Insurance Broker, Chartered Insurer, Chartered Insurance Practitioner, Chartered Insurance Risk Manager and Chartered Financial Planner.

Chart Insurance Broker Chart Insurer

Chartered individuals will hold one of these CII professional level qualifications:

  • Advanced Diploma in Insurance (ACII)
  • Advanced Diploma in Financial Planning (APFS)
  • Fellowship of CII (FCII) or PFS (FPFS)

They'll also have at least five years' relevant experience and satisfy ongoing requirements to keep their knowledge up to date. They are also required to comply with an ethical code that puts their clients' interests first.

Chart Insurance Practitioner CIRMlogo
Chart Financial Planner

Corporate Chartered titles

We have three Chartered titles to cover different specialisations for organisations in the insurance and financial advice profession: Chartered Insurance Brokers, Chartered Insurers and Chartered Financial Planners.

Corp Chart Financial Planners Corp Chart Insurance Brokers

This is awarded on the basis of an organisation's commitment to meet significant and ongoing obligations designed to ensure that its employees are competent, knowledgeable and ethical in their dealings.

These revolve around:

  • The holding of professional qualifications
  • A commitment to the professional development of all employees
  • Employee membership of the CII and, with this, compliance with its ethical code of conduct
Corp Chart Insurers





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