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'
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
- ethical conduct through adhering to an industry Code of Ethics
enforced through disciplinary sanctions.
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.
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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.
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.
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.
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
These revolve around:
- The holding of professional qualifications
- A commitment to the professional development of all
- Employee membership of the CII and, with this, compliance with
its ethical code of conduct