My Basket0

Communicating your Chartered status

Welcome to the Chartered toolkit



We’ve created this toolkit to help you promote your Chartered status within your business, to your clients, and to key stakeholders. It gives guidance for embedding the Chartered ethos, as well as materials and ideas for how to make your commitment to professional standards all the more public.

The toolkit provides a range of assets to help you get the most out of Chartered status - from a plaque to hang on your wall, to a video that can be embedded on your website. We are continuously developing and adding to these assets and encourage you to get in touch if you think of anything you’d like included.

The Chartered toolkit - Financial Planners (PDF)

The Chartered toolkit - Insurance Brokers (PDF)

The Chartered toolkit - Insurers (PDF)

The Chartered toolkit- Insurance Underwriting Agents (PDF)