The title Chartered Financial Planner status is the ultimate symbol of professionalism. The title is granted by the Chartered Insurance Institute (CII), the professional body for insurance and financial services.
The title applies to appropriately qualified CII members who are providing financial planning advice or related activities, to individuals or corporate entities.
Our individual Chartered status means a lot to us and it was not easily achieved! It takes continuous investment in our knowledge and professorial development to maintain this title.