Posts Tagged ‘CII’

Jan24

What it means to be a Chartered Financial Planner

Posted by jeremy

The Chartered Insurance Institute (CII) introduced the ‘Chartered Financial Planner’ qualification in 2006. The institute recognised that seeking financial advice can be a daunting process – especially when it comes to finding a financial planner you trust to act in your best interests and provide unbiased advice. Where you see their symbol, you know the financial advice you receive will be independent, professional, and regulated by the Financial Services Authority’s strict guidelines.

Professional Financial Advice

To receive ‘Chartered’ status, individual financial planners undertake years of in-depth study to achieve the CII’s Advanced Diploma in Financial Planning, one of the highest level exams a Financial Planner can take. The qualification is designed to test knowledge, ability and ethical conduct in all areas of advice. As well as gaining this qualification, Chartered Financial Planners must also have five years of relevant industry experience and three years of Continuing Professional Development (CPD). Read full post

Jan3

Our Chartered Financial Planner status

Posted by abbie

Chartered status is the industry’s gold standard. It confirms that we have satisfied rigorous criteria relating to professional qualifications and ethical good practice.

Source: flickr Christopher Sabato

In addition, we are listed as an approved financial planning firm on the Law Society endorsed “SIFA Directory of Financial Advisers” which is again subject to stringent eligibility criteria.

With the Professional Financial Centre, you can rest assured knowing that you are dealing with proven professionals at the highest levels of service for both you and your clients.