The Chartered Financial Planner title is awarded by the Chartered Insurance Institute (CII). It is a UK exam based qualification designed to test technical knowledge of various areas of financial advice including taxation, trusts, investment and pensions among others. The Chartered Financial Planner qualification is acknowledged as a Level 6 qualification (degree level) by Ofqual.

Chartered status is the highest designation awarded by the CII and is currently held by around 4000 advisers. Chartered Financial Planners are required to undergo continous professional development to keep their knowledge up to date. They are also required to abide by the CII strict code of ethics.

You can find out more about the Chartered Financial Planner designation as well as the lower level qualifications awarded by the CII on their website.


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