Chartered financial planner status brings with it several serious obligations. Chartered titles, not awarded lightly, are jealously guarded by professional bodies. A chartered title is not simply recognition for staff having passed examinations: when extended to firms, it carries additional significance.

The chartered financial planner title is a public declaration that the financial advice given by a firm:

  • is of the highest quality.
  • is based solely on the researched needs of each client.
  • is provided by someone not exceeding his/her level of competency.

It also signifies that a firm’s employees, where they are members of the Chartered Insurance Institute (CII), are governed by a code of ethics and conduct and that disciplinary sanctions are applied to those who transgress.

A chartered title is a commitment, therefore, to an overall standard of excellence and professionalism.