Jason McGuigan achieved the title of Chartered Financial Planner In June 2011.
Awarded by the Chartered Insurance Institute (CII), the Chartered Financial Planner title is awarded after a Financial Planner or Adviser has demonstrated success in their professional path via a suite of qualifications.
Introduced in 2006, the individual ‘Chartered Financial Planner’ title is only held by about 2,000 advisers in the UK. This qualification effectively validates that financial advisers and planners are ‘fit for purpose’.
Chartered status is helping to elevate holders to the same public standing enjoyed by other Chartered professions. The title is available to members carrying on business as providers of financial planning advice, or related activities, to individuals or corporate entities who meet the following criteria:
- hold the Advanced Diploma in Financial Planning
- have five years’ relevant industry experience (not necessarily post-qualification)
- adhere to the CII’s Code of Ethics and Conduct
- demonstrate three years’ existing Continuing Professional Development (CPD) and commit to maintaining this activity
If you have questions on any aspects of financial planning please contact
info@critchleys-fp.co.uk