Why choose a chartered firm?
As the professional body for insurance and personal finance, we award corporate Chartered status to insurance and financial advice firms who make a public commitment to aligned ethics and values, provide knowledgeable advice backed up by qualifications and continued professional development.
Choose Chartered campaign
By choosing Chartered, you are choosing a business that has reached an objective standard of technical knowledge and conduct, a business that will follow good practice and ensure their skills are up to date with market standards.
Important Notice: Essential System Maintenance – 10 October, 08:00–12:00
To support our ongoing security and compliance requirements, essential system maintenance will take place on 10 October between 08:00 and 12:00.
During this period, any new PSI examinations booked during the maintenance window may not be visible in the MyCII/MyPFS dashboard until the work has been completed. Orders submitted during this time may also experience processing delays.
We apologise for any inconvenience and appreciate your patience while we carry out these important security updates.