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Comparable third party titles

One of the ways that insurers and insurance brokers can meet the criteria for corporate Chartered status is to have a qualifying percentage of board members holding a Chartered title. (Please note that this does not apply to financial planning firms)

The CII recognises the following titles from other awarding bodies as comparable to the CII's individual Chartered titles: Chartered Insurance Broker and Chartered Insurer.

This is conditional upon:

  • The title held being directly relevant to the individual's principal area of work, e.g. the ICAEW Chartered Accountant title being held by the Finance Director; and
  • At least one board member personally holding the individual title relevant to the Chartered title being applied for

The CII will also consider, on application, requests to recognise other titles providing the awarding Chartered body concerned has a code of conduct/ethics comparable to that of the CII.

Organisation/body

Title

Chartered Institute of Public Finance & Accountancy

Chartered Public Finance Accountant

Chartered Institute of Taxation

Chartered Tax Adviser

Institute of Chartered Secretaries & Administrators

Chartered Secretary

Chartered Institute of Building

Chartered Builder/Chartered Environmentalist

Chartered Institute of Marketing

Chartered Marketer

Association of Chartered Certified Accountants

Chartered Certified Accountant

Royal Statistical Society

Chartered Statistician

Institute of Mathematics & its Applications

Chartered Mathematician

Chartered Institute of Personnel and Development

Chartered MCIPD/FCIPD/CCIPD

Chartered Institute of Loss Adjusters

Chartered Loss Adjuster

Chartered Management Institute

Chartered Manager

Chartered Institute of Arbitrators

Chartered Arbitrator

Royal Institution of Chartered Surveyors

Chartered Surveyor

Chartered Institute of Management Accountants

Chartered Management Accountant

Chartered Banker Institute

Chartered Banker

Institute of Chartered Accountants of England & Wales

Chartered Accountant

Institute of Chartered Accountants of Scotland

Chartered Accountant

Chartered Accountants Ireland

Chartered Accountant

Law Society / Solicitors Regulatory Authority

Solicitor

Institute of Actuaries

Actuary

Institute and Faculty of Actuaries

(Applicable in Scotland)

Actuary

Institution of Civil Engineers

Chartered Civil Engineer

The Chartered Institute for IT (BCS)

Chartered IT Professional (CITP)

Chartered Institute for Securities and Investment

Chartered Wealth Manager

Chartered Institute of Procurement & Supply

Chartered Procurement and Supply Professional