Chartered Financial Planning
Reproduced From the Personal Finance Society Consumer Leaflet
'Integrity without knowledge is weak and useless, and knowledge without integrity is dangerous and dreadful' ~ Samuel Johnson
Reproduced From the Personal Finance Society Consumer Leaflet
'Integrity without knowledge is weak and useless, and knowledge without integrity is dangerous and dreadful' ~ Samuel Johnson
All Chartered Financial Planners have completed degree level professional qualifications and have at least five years experience. They adhere to a code of ethics and commit to ongoing professional development.
Chartered Status is the profession's gold standard for financial planners. It confirms that every Chartered Financial Planner has completed a suite of professional qualificaionts equivalent to a bachelors' degree.
Royal Charters, granted by the sovereign on the advice of the Privy Council, have a history dating back to the 13th Century. Nowadays, Charters are normally reserved for bodies that work in the public interest and which can demonstrate pre-eminence, stabilty and permanence in their particular field.
All Chartered Financial Planners adhere to a respected code of ethics. The Code exists to guide the profession and to protect the public. Failure to operate to the guidelines set by the Code can result in a serious disciplinary action.
All Chartered Financial Planners must have at least five years' relevant professional experience and commit to continued professional development. This helps ensure that their knowledge is up to date with the latest legislation and technical developments, and that they act in accordance with current regulatory requirements.
You can trust Chartered Financial Planners, like Chartered Accountants, Surveyors, or Engineers, to be highly qualified, reputable and capable of providing you with quality advice with the utmost integrity.
You should therefore be confident that a Chartered Financial Planner can be relied on to consider your personal circumstances and devise a plan to help you meet your needs, fulfil your aspirations and help provide you with a secure financial future.
Chartered Status is the profession's gold standard for financial planners. It confirms that every Chartered Financial Planner has completed a suite of professional qualificaionts equivalent to a bachelors' degree.
Royal Charters, granted by the sovereign on the advice of the Privy Council, have a history dating back to the 13th Century. Nowadays, Charters are normally reserved for bodies that work in the public interest and which can demonstrate pre-eminence, stabilty and permanence in their particular field.
All Chartered Financial Planners adhere to a respected code of ethics. The Code exists to guide the profession and to protect the public. Failure to operate to the guidelines set by the Code can result in a serious disciplinary action.
All Chartered Financial Planners must have at least five years' relevant professional experience and commit to continued professional development. This helps ensure that their knowledge is up to date with the latest legislation and technical developments, and that they act in accordance with current regulatory requirements.
You can trust Chartered Financial Planners, like Chartered Accountants, Surveyors, or Engineers, to be highly qualified, reputable and capable of providing you with quality advice with the utmost integrity.
You should therefore be confident that a Chartered Financial Planner can be relied on to consider your personal circumstances and devise a plan to help you meet your needs, fulfil your aspirations and help provide you with a secure financial future.
Copyright © Amira Norris 2018. All rights reserved. This website is for information only and any views expressed do not constitute financial advice. The views expressed here are personal and do not necessarily reflect those of my employers.