Important Notice: Essential System Upgrades – 04 June, 8:00 PM to 10:00 PM
To support ongoing improvements, essential system upgrades will take place on the evening of 04 June between 8:00 PM and 10:00 PM.
During this maintenance window, several services will be temporarily unavailable, including password resets, new member registrations, personal detail updates, and new course enrolments on RevisionMate. Orders placed during this time may experience processing delays.
We apologise for any inconvenience caused and appreciate your patience while we carry out these important updates.
Financial planners
Why choose a Chartered financial planning firm?
Has your financial adviser publicly pledged to put your interests first?
There’s an easy way to tell. The badge says it all.
The Chartered Insurance Institute (CII) has been entrusted with raising standards in the finance sector since 1912. We award Chartered status to individual professionals and firms who display eminence in their field
By choosing Chartered, you are choosing a financial planner who has made a public commitment to professionalism. They must maintain standards of excellence in qualifications, ethics, business practices and professional development. The CII sets the bar, a firm meets it.