At the heart of Chartered status for firms is a desire to help the financial advice and broking disciplines to improve standards of knowledge and behaviour and, in turn, levels of professionalism.
This is achieved by creating a framework that encourages and supports firms as they strive to raise standards of capability and ethical practice.
A corporate Chartered title is therefore a commitment to an overall standard of excellence and professionalism.
Chartered titles for firms
To support leading firms in the financial advice and insurance sector, and to recognise their adherence to the highest standards of professional practice, the CII has a series of corporate titles:
Search for Chartered firms
Use our online directory to search for firms holding the Chartered Insurance Brokers and Chartered Financial Planners titles
Support for existing Chartered firms
A range of support has been developed for firms in the corporate Chartered scheme. This includes draft press releases and other communications and a link to update the firm’s entry on our Chartered Firm Directory.
Click here for information
Freqently asked questions
Read our collection of FAQs which address the common queries received.
