Why become a Chartered Financial Planner?

Prestige and competitive advantage

This prestigious title will give you an internationally recognisable benchmark of quality and ethical practice within the financial services industry. Chartered status is helping to elevate holders to the same public standing enjoyed by other Chartered professions. It further reinforces clients' belief and conviction in your professionalism and ethical credibility. It will enhance any individual's career prospects and is the ultimate achievement if you aspire to be the best in the industry.

Credibility with other professionals

We know from research that the overriding factor both solicitors and accountants consider when assessing an adviser to work with is their level of professional qualifications. They seek to work with individuals and firms who have similar status and professional standing to themselves.

Stay one step ahead of the regulator's minimum standard

The Financial Services Authority (FSA) raised the required minimum qualification from QCF level 3, set in 1994, to QCF level 4 from 1st January 2013. Chartered status puts you at QCF level 6, a step ahead, and makes the statement that you are not satisfied with being at 'the minimum standard.'

What the press and people say

"Mark has a fresh approach to studying and has some great tools to enable the student to retain large amounts of information. Very pleased with the results. Exams passed first time round."

Paul Pickering
Carter Financial Planning LLP

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