Download your promotional toolkit resources
Chartered Financial Planners
Download the latest toolkit assets to communicate your Chartered status. Simply click on the image icons to do so. Where necessary, instructions have been included.
Video content
Share this video link for quick and easy watching: https://vimeo.com/369328301
If you have access to your website's CMS system and are able to edit HTML - you may use the below code to embed the video within a webpage: https://vimeo.com/video/369328301#embed
Chartered logos and usage guidelines
All the branding you need to identify yourself as a Chartered firm
Chartered marks are the most effective way to promote your Chartered status. Displaying the Chartered mark ensures that customers, employers and professional peers recognise your achievement and technical expertise.
There are rules about how it can be used which are covered in Guidelines for Chartered mark usage (PDF).
Code of Ethics and practical guide
Web banners and social media graphics
Use these creative assets to promote your Chartered status on your website, or add to tweets and posts.
Web banners (zip file)
LinkedIn version
Twitter version
Animated video
Share this video link for a quick and easy watch: https://vimeo.com/369351250 If you have access to your website's CMS system and are able to edit HTML - you may use the below code to embed the video within a webpage: https://vimeo.com/video/369351250#embed
Animated logo
This is a 7-second animated video of the Chartered Financial Planner badge. Download it to use at the beginning and end of presentations https://vimeo.com/369795012
Press release and customer handout
A simple statement about the status
We have created both dark-grey and off-white versions of the dual-branded flyer for you to select your preference. If your logo is predominantly dark, we suggest opting for the off-white version and vice-versa.
Please note: If you are dual branding the customer handout and intend to print them professionally, please email us.
Customer handout downloads
Generic CII only branded
Download PDF
Editable file for dual branding (off-white)
Download PDF
Editable file for dual branding (dark grey)
Download PDF