Chartered Financial Planner status is awarded by the Chartered Insurance Institute (CII) and is considered the “gold standard” financial planning accreditation.

Chartered individuals have made a public commitment to professionalism and must maintain standards of excellence in qualifications, ethics, business practices, and professional development.

This qualification assesses a knowledge and understanding of the financial services sector, including regulation, legislation, and the Code of Ethics.

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification assesses a knowledge and understanding of and ability to analyse pension and retirement planning issues.

This qualification assesses a knowledge and understanding of and ability to analyse financial protection planning issues.

This qualification helps advisers develop and demonstrate their financial planning capabilities.

This qualification develops knowledge and understanding of the key elements of the mortgage process, specialist types of mortgage lending, and testing candidates’ ability to give appropriate mortgage advice to clients with complex needs and circumstances.

This qualification develops an understanding of the financial services sector, including regulation and legislation.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services sector, mortgage products, repayment options, and the giving of mortgage advice.

This qualification develops knowledge and understanding of customer needs, how financial services professionals and organisations identify and provide for these needs, and key retail financial products such as savings, investments, and tax wrappers.

At the end of this unit, candidates should be able to demonstrate an understanding of the legal principles associated with the creation and management of a trust, the main types of trusts that are common in the UK, and the taxation considerations relevant to trusts.

At the end of this unit, candidates should be able to analyse and apply financial information and portfolio management skills.

This examination assesses the candidate to develop in-depth financial planning skills related to personal tax and trusts.

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This route develops knowledge and understanding of the financial services sector in general, including regulation and legislation, the fundamental aspects of customer service, administration, and marketing in financial services, and key retail investment products.