Chartered
Available to Advanced Diploma holders with at least five years' sector relevant experience. Chartered Financial Planner status serves as a mark of technical competence and is the universally recognised badge of professionalism among employers, consumers and businesses. It demonstrates you are at the forefront of your profession and are committed to maintaining high professional standards.
Demonstrate your ongoing commitment to professional standards and personal development. Whatever your ambitions, membership gives you the opportunity to shape your career the way you want, at your own pace.
(For holders of A.Dip with 5 year's sector experience)
Chartered status serves as a mark of technical competence and is the universally recognised badge of professionalism among employers, consumers and businesses. It demonstrates you are at the forefront of your profession and are committed to maintaining high professional standards.
Chartered titles available reflect career specialisms:
- Chartered Insurer
- Chartered Insurance Broker
- Chartered Insurance Practitioner
- Chartered Insurance Risk Manager
Designations
Membership designations indicate qualification completion and evidence your technical competence. As a member, you can use designations to demonstrate your professionalism and credibility.
Designation | Requirements |
---|---|
Chartered Financial Planner | Advanced Diploma in Financial Planning or Fellowship with at least five years' sector experience (not necessarily post qualification) |
Learn more about membership?
Societies

offering an enhanced member experience, our sector-specific Societies are dedicated to supporting you at every stage of you career and focus on the issues that matter most in your sector.
Member Support Schemes

Our three support schemes cover special circumstances enabling you to continue membership at reduced rates.
Dedicated to your development

Membership offers a range of benefits and services dedicated to your professional development. Find out more about what offered including the extensive member network that you will join.