Notice of upcoming maintenance: The RevisionMate website will be undergoing an essential update and will not be accessible between 09:00 on 16 June 2026 [UK time] and 17:00 on 17 June 2026 [UK time].
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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.
Code of ethics and guidance
Code of ethics
The CII Code of Ethics has been designed to provide members with practical and realistic guidance to maintain high standards of integrity, probity and ethical fair dealing.
Code of ethics practical guide
How to incorporate ethical ideas into day-to-day business.
Guidelines for Chartered mark usage
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).
Promoting your Chartered status externally
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
Customer handout downloads
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.
Generic CII only branded
Download PDF
Editable file for dual branding (off-white)
Download PDF
Editable file for dual branding (dark grey)
Download PDF