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Why become Chartered?

We help insurance and financial planning firms improve standards of knowledge and behaviour and, in turn, levels of professionalism.

This is achieved by creating a framework that encourages and supports your firm as it raises standards of capability and ethical practice.

A corporate Chartered title is a commitment to an overall standard of excellence and professionalism, and evidence of your commitment to customers, partners and employees.


Chartered status provides benefits to:

Your business
Chartered organisations tell us that it helps:

  • Win new business
  • Secure existing business
  • Improve perceptions with other professionals

Your customers
Customers see Chartered status as a commitment to:

  • Ethical practice, based around their needs and requirements
  • The provision of competent and knowledgeable advice
  • Providing service and support of the highest quality

Your staff
Chartered organisations tell us it assists with recruitment and retention, as staff:

  • Take pride in working for an organisation that is 'best in class'
  • Value working for an employer that encourages and supports professional development