Chartered Financial Planner

Every firm that holds Chartered status adheres to an ethical code that underpins broader commitments to professional values. These include putting customers’ interests first, investing in the ongoing development of their people’s technical skills and knowledge, and supporting wider initiatives that benefit society as well as the growth of the profession.

The title Chartered Financial Planners is awarded to companies that make a public declaration of their commitment to professional standards. It is granted by the Chartered Insurance Institute (CII), the professional body for personal finance, dedicated to building trust in the insurance and financial planning profession.

But what does this mean and why is working with a chartered financial planner better for our clients?

Individual financial professionals can gain chartered status. This is done by taking the Advanced Diploma in Financial Planning (APFS) and also having five or more years of experience. The APFS can only be entered after taking the Diploma in Financial Planning or Diploma in Regulated Financial Planning.

Further, an organisation can be awarded a Corporate Chartered title in financial planning. This covers the whole business and is awarded based on the organisations being “competent, knowledgeable and ethical in their dealings”.

Corporate Chartered Financial Planner status is given to those planners like MAFS who have a strong commitment to the professional development of all employees and engage strongly with the CII and other professional qualifications.

By choosing a Chartered firm you can be sure that its people have made a commitment to being ethically driven, and knowledgeable and to providing competent advice that is based wholly on your needs and requirements.

We are proud to be a chartered organisation and look forward to discussing what this means to you at your next annual review meeting.