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service message Important Notice: Essential System Upgrades – 10 June, 4:00 PM to 6:00 PM. To support ongoing improvements, essential system upgrades will take place on the evening of 10 June between 4:00 PM and 6:00 PM. During this maintenance window, several services will be temporarily unavailable, including password resets, new member registrations, personal detail updates, and new course enrolments on RevisionMate. Orders placed during this time may experience processing delays. We apologise for any inconvenience caused and appreciate your patience while we carry out these important updates.

For the public

We are a professional body dedicated to building public trust in the insurance and financial planning profession. With a head office in the UK for over 100 years, we're an institute that is known and respected worldwide. 

Find a chartered firm

Find a chartered firm

By choosing Chartered, you're choosing a business that has reached an objective standard of technical knowledge and conduct, a business that will follow good practice and ensure their skills are up to date with market standards. 

Find one of our members

Find one of our members

Our member directory enables you see search for all active Chartered Insurance Institute and Personal Finance Society members.

Social impact

Social impact

Alongside our membership and learning proposition we conduct numerous initiatives to benefit our members and wider society.