I am a member of the Personal Finance Society (PFS) and hold the Chartered Insurance Institute’s Chartered Financial Planner status. Chartered status is the pinnacle for the financial planning professional and this qualification is currently held by less than 10% of practitioners in the Financial Planning Profession. As at May 2016, there were over 36,000 members of the Personal Finance Society (the principal professional body for financial advisors in the UK), of which 13% hold Chartered Financial Planner status. (Source The PFS Mission - May 2016).
The title of Chartered Financial Planner is accredited to members of the Personal Finance Society carrying on business as providers of financial planning advice, who meet the following criteria:
- Hold the Advanced Diploma in Financial Planning
- Have five years’ relevant industry experience
- Adhere to the CII’s Code of Ethics and Conduct
- Demonstrate three years’ existing Continuing Professional Development and commit to maintaining this activity.
