Chartered Financial Planner

Not only am I a Chartered Financial Planner, but so is my paraplanner that I bring in on some of my client research and recommendations. Achieving this level is the most widely accepted “gold standard” qualification available for professional financial planners/ financial advisers in the United Kingdom.

Chartered status is a public declaration of adherence to professional standards and demonstrates a commitment to uphold ethical standards. You can be confident that a Chartered Financial Planner can be relied upon to consider your personal circumstances and devise a plan to help provide you with a secure financial future.

To attain Chartered Financial Planner status as an individual, one must study for and pass approximately 14 exams in various aspects of financial services and related subjects. Each exam offered by the Chartered Insurance Institute carries a certain number of “credits” in their qualification scheme. A total of 290 credits is required before Chartered status can be applied for. This generally takes several years to achieve. In my case, I passed additional exams across a number of areas including Taxation & Trusts and Advising Vulnerable Clients.

Like Chartered Accountants, Surveyors, or Engineers, you can trust Chartered Financial Planners to be highly qualified, reputable and capable of providing you with high quality advice with the utmost integrity.

In addition to completing degree level professional qualifications, all Chartered Financial Planners have to have and have at least five years’ relevant professional experience and must adhere to a code of ethics and commit to ongoing professional development.