What does Chartered Financial Planner Mean?
David is a Chartered Financial Planner. This means he must maintain standards of excellence in qualifications, ethics, business practices and professional development. The Chartered Insurance Institute (CII) sets the standards a Planner such David needs to meet to officially reach this prestigious status. The CII has been entrusted with raising standards in the finance sector since 1912 and is widely recognised across the industry and by clients alike.