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Individual Chartered

Chartered status is a symbol of professional excellence. It signifies a commitment to the high standards of learning and professional behaviour and is viewed as the gold standard within the profession.

There are five Chartered titles – four for those working in insurance and another for financial planners.

Chartered individual logos

Setting you apart

Attaining Chartered status is challenging and takes commitment, but it is achievable. Once attained the status not only changes the way people respond to you, it places you amongst the top professionals within your field. Here’s how Chartered sets you apart:

  • Differentiation – you will join a prestigious group of members at the forefront of the profession
  • Specialised knowledge – you will develop your technical knowledge through study towards CII level 6 qualifications
  • Acknowledged professionalism – Chartered status provides parity with other professions, reinforcing your credentials
  • Chartered status is recognised and respected by consumers as a mark of trust

Join online

To apply to become a Chartered Financial Planner please visit the Personal Finance Society.

Eligibility requirements

If you hold a CII Advanced Diploma then it's likely you already satisfy the requirements to become Chartered. Alternatively, if you hold other CII qualifications or examinations, or equivalent from other bodies, then you may already be on your way to achieving the Advanced Diploma and, in turn, Chartered status.

Qualifying criteria for Chartered Insurance Broker/Insurer/Insurance Practitioner/Insurance Risk Manager

  1. Hold the Advanced Diploma in Insurance/CII Fellowship
  2. Be a member of the Chartered Insurance Institute
  3. Have at least five years’ sector experience

Resources for Chartered members

Chartered members have access to a range of support services.