Chartered

CII corporate chartered status overhaul to proceed this quarter

Your profession

CII corporate chartered status overhaul to proceed this quarter

Pilot expected later this year

clock 24 January 2025 • 2 min read
Next steps: Inside how CII is giving Chartered status for experience

Your profession

Next steps: Inside how CII is giving Chartered status for experience

‘We want there to be an inclusive pathway to membership’

clock 08 July 2024 • 3 min read
Chartered status 'won't help your client if they don't like and trust you'

Your profession

Chartered status 'won't help your client if they don't like and trust you'

An adviser shares their views with PA on the importance of Chartered status

clock 13 May 2024 • 1 min read
Five advice firms receive CII Chartered status from CII

Your profession

Five advice firms receive CII Chartered status from CII

Hargreaves Lansdown among five firms to have received Chartered status

clock 20 July 2023 • 1 min read
Advisers furious as CII trials giving Chartered status for 'experience'

Your profession

Advisers furious as CII trials giving Chartered status for 'experience'

Advisers have unleashed a tirade of negative views across LinkedIn

clock 08 March 2023 • 4 min read
Surrey adviser gains Chartered status aged 22

Your profession

Surrey adviser gains Chartered status aged 22

‘Determined, ambitious, passionate’

clock 20 October 2021 • 1 min read
Chasing Chartered status: Is the long process worth it for adviser firms?

Regulation

Chasing Chartered status: Is the long process worth it for adviser firms?

Just 14% of firms hold Chartered status

clock 08 September 2021 • 8 min read

Your profession

CISI confirms it will offer Chartered status to Certified members

'Real positive' for CISI members

clock 28 July 2021 • 2 min read

Companies

Chartered trio launch Manchester-based financial planning firm

Three Chartered financial planners have joined forces to launch a new independent business called Sylvan Financial Management.

clock 02 February 2021 • 1 min read

Your profession

PFS: 7,000 advisers have achieved Chartered status in 15 years

7,000 advisers Chartered in 15 years

clock 27 January 2020 • 1 min read
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