Chartered Financial Planner status is the widely accepted Gold Standard – the highest level of qualification for Financial Advisers. Chartered status is provided by the Personal Finance Society arm of the Chartered Insurance Institute.

 Financial Advisers who achieve the status of Chartered Financial Planner have not only demonstrated the highest level of commitment to their Profession – by way of a very significant amount of exam qualification success – but also a high level of technical ability, couple with valuable industry experience.