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...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

What's haunting financial advisers this Halloween?

What's haunting financial advisers this Halloween?

Six experts share their spooky thoughts

Professional Adviser
clock 31 October 2025 • 4 min read
Feel Good Friday: Walbrook Institute London hosts graduation for financial advice and banking students

Feel Good Friday: Walbrook Institute London hosts graduation for financial advice and banking students

Celebrating higher education students and advanced LIBF qualification holders

Professional Adviser
clock 31 October 2025 • 1 min read
Protection did not make the targeted support cut and rightly so

Protection did not make the targeted support cut and rightly so

Tony Mudd on saving for tomorrow and protecting today

Tony Müdd
clock 30 October 2025 • 3 min read