What is a Chartered Financial Planner badge?

Quite simply, it’s about dealing with a professional. Chartered financial planners have made a joint public commitment with the CII to deliver the highest standards of professionalism, then placed a public badge on that commitment. The Chartered badge proudly tells you when a professional has made a public commitment to putting you first.

What is a Chartered Financial Planner (CFP)?

A Chartered Financial Planner (CFP) is a professional who has attained a distinguished level of expertise in financial planning by fulfilling rigorous academic requirements, practical experience, and successfully passing a series of comprehensive examinations.

How do I become a Chartered Financial Planner?

The individual Chartered Financial Planner qualification fits into the National Qualifications Framework at Level 6, [ 9] equivalent to a Bachelor (first) Degree. To attain Chartered Financial Planner status as an individual, one must study for and pass approximately 14 exams in various aspects of financial services and related subjects.