Chartered Fellow (Financial Planning) Application Form

For members that hold the CERTIFIED FINANCIAL PLANNER™ Certification via the Level 7 Diploma in Advanced Financial Planning and have successfully logged 3 years CPD as a CISI Member or above.

You can download and print this form here.

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Personal Details

*mandatory field

Work Details

Contact Information

Correspondence to be delivered to:

Statement of eligibility

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Please select one option:

* Must be recorded CPD as a personally Chartered member of a relevant Chartered Body (the list of those we accept is available in the Chartered Fellow (Financial Planning) FAQs). The CPD used must have been logged in the consecutive years immediately preceding your CISI membership. You will need to provide written confirmation of your relevant membership history with the relevant Chartered Body, this should be included with your application.

Disciplinary History

I have been convicted of a criminal offence.

Please note that you do not need to disclose protected convictions that are filtered from a standard and enhanced Disclosure and Barring Service (DBS) check.
I have entered an Individual Voluntary Agreement (IVA) or equivalent agreement with my creditors or have been adjudged bankrupt or insolvent or compounded with my creditors.

I have been subject to disciplinary proceedings by the FCA, other regulator or any professional body within the past five years.

I have been subject to a disciplinary investigation by my firm that has led to disciplinary action being taken against me

Please provide details with your application if you have responded Yes to any of the above.


  1. I agree to abide by the Royal Charter, Bye laws, Regulations, and to uphold its high standards as published in its Professional Code (all available from website). Any breach of the Regulations may give rise to disciplinary procedures and termination of my membership.
  2. I am aware that CPD is mandatory for CISI members and agree to undertake CPD on an annual basis meeting the CISI CPD requirements to maintain my membership. I understand non-compliance of the CISI CPD requirements can lead to my membership being suspended.
  3. I know of no reason why I should not become a member.