Chartered status is a symbol of technical competence and signifies a public commitment to professional standards.
There are four corporate Chartered titles: Financial Planners, Insurers, Insurance Brokers, and Insurance Underwriting Agents.
If you would like to assess whether you are eligible for corporate Chartered status, please complete this survey.
Deliver value to your business, your customers and your staff
Find out about what's required to become Chartered
How to apply for corporate Chartered status for the first time
How to renew your existing corporate Chartered status
The Chartered mark, online directory and more
Our corporate Chartered content hub highlights the latest content for Chartered firms
Find a Chartered firm near you
Important Notice: Essential System Upgrades – 23 August, 11:00 AM to 4:00 PM.
To support ongoing improvements, essential system upgrades will take place on the 23 August between 11:00 PM and 4:00 PM.
PSI exams scheduled during this maintenance window will not be visible in My CII until the work has been completed. Orders submitted during this period may also be subject to processing delays.
We apologise for any inconvenience caused and appreciate your patience while we carry out these important updates.