CISI confirms it will offer Chartered status to Certified members

'Real positive' for CISI members

Sophie King
clock • 2 min read

The Chartered Institute for Securities & Investment (CISI) has confirmed it will award financial planners with Chartered status.

The Sovereign approved the recommendation, which was made by the privy council, that the CISI may use the status for CISI members who have achieved the certified financial planner certification. The criteria, which firms will have to meet to gain the award, will be published "soon" once they have been agreed by the CISI membership committee and board. Firms will also be able to bid for Chartered status. CISI chief executive Simon Culhane said: "Almost six years after the institute merged with the Institute of Financial Planning (IFP), we are delighted to be able to award this group th...

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