Chartered Financial Planners
The Chartered Insurance Institute (CII ) has 90,000 members in 150 countries and is the world's largest financial services professional body. Serving the insurance, savings and financial services markets it works to enhance professional, ethical and technical standards.
The CII partners with corporate business to develop organisation-wide solutions to ensure competitive advantage through technical and professional competence of employees at every level. Individually, CII's members keep up their personal development and maintain their professional standing though an unrivalled range of learning services.
Chartered status is an exclusive title only awarded to those firms which meet rigorous criteria relating to professionalism and capability. All Chartered Financial Planners commit to the CII's Code of Ethics & Conduct reinforcing the highest standards of professional practice in their business dealings.
Chartered Planners make the following commitments:
- I shall strive at all times to live by the highest standards of professional conduct.
- I shall strive to ascertain and understand the needs of my customers and place their interests above my own.
- And I shall strive to maintain and uphold the Institute's Code of Ethics and Conduct, displaying a standard of honour and integrity that will reflect credit on my profession and on my CII designation.