The title Chartered Financial Planner is the most widely accepted "gold standard" qualification available for professional financial planners/ financial advisers in the United Kingdom. At the end of November 2010 there are over 2,000 individuals who hold the title Chartered Financial Planner. Over 300 firms can now boast the corporate equivalent as Chartered Financial Planners.
The titles of Chartered Financial Planner and Chartered Financial Planners ware granted by the Chartered Insurance Institute (CII). The Privy Council authorised the CII to issue the Chartered title in 2005. Thus, a Chartered Financial Planner now carries equivalent qualifications and other established professions such as Chartered Accountants and Chartered Surveyors, etc. Membership of the Personal Finance Society, the leading professional body for financial planners, is required to be able to use the professional designation Chartered Financial Planner.
The qualification fits into the National Qualifications Framework at Level 6, equivalent to a Bachelors (first) Degree.
Read more about Chartered Financial Planner: Requirements, Corporate Chartered Status, Retail Distribution Review, Other Qualifications in The Financial Advice Profession, Equivalent Titles Abroad, Links
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