Chartered titles
The Chartered title family
Chartered Financial Planner
Eligible 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.
Download an application form for Chartered Financial Planner Status
Chartered Insurer
'Chartered Insurer' applies to qualified members working for insurance companies and Lloyd's underwriting agents.
Chartered Insurance Practitioner
'Chartered Insurance Practitioner' applies to qualified members who work as insurance intermediaries or loss adjusters, in trade and professional bodies and in other insurance-related occupations.
Chartered Insurance Broker
'Chartered Insurance Broker' applies to qualified 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.
Download an application form for Chartered Insurance Broker Status
Comparable third party titles
The CII recognises the following titles from other awarding bodies as comparable to the CII’s individual Chartered titles: Chartered Insurance Broker and Chartered Financial Planner. Click here for more information.
Note: Chartered titles are granted to individual members and are not to be used as applying to firms, partnerships or corporate bodies.
Using the CII Chartered Status marque
Fees and application form
The normal application fee of £140 has been waived until 31 December 2010.
There is no fee for existing Chartered title holders wishing to change their title. If you are an existing Chartered title holder and wish to change your title you can call CII Customer Service on 020 8989 8464, or e-mail customer.serv@cii.co.uk
FAQs
Read our collection of FAQs which address the common queries received.
