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service message Important Notice: Essential System Upgrades – 23 August, 11:00 AM to 4:00 PM. To support ongoing improvements, essential system upgrades will take place on the 23 August between 11:00 PM and 4:00 PM. PSI exams scheduled during this maintenance window will not be visible in My CII until the work has been completed. Orders submitted during this period may also be subject to 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.