Showcase your knowledge, experience and achievements with the Chartered Fellow (Financial Planning) designation

Chartered Fellow (Financial Planning)

The new Chartered status, Chartered Fellow (Financial Planning) is a membership grade awarded by the CISI to individuals who are committed to maintaining high standards within the financial planning profession.

By becoming a Chartered Fellow (Financial Planning), you join a global community of experienced, qualified and excellent financial planners. The designation associated with this membership grade can be showcased on your online profiles such as on LinkedIn, in your email footer, or on a business card, helping you stand out and demonstrate your high level of competence to your clients and colleagues.

This membership grade is in effect from 6 June 2022, and to apply you will need to meet the below eligibility criteria and then complete the Chartered Fellow (Financial Planning) form or if applicable to you, the Window of Opportunity form.

Please read the FAQs, if you have any unanswered questions please email customersupport@cisi.org.

 

Eligibility criteria

The CISI is pleased to offer this membership grade to all eligible CERTIFIED FINANCIAL PLANNER™ professionals. If you have passed the Level 7 Diploma in Advanced Financial Planning, all you need to do is meet the below CPD criteria. If you have not completed the Level 7 Diploma in Advanced Financial Planning, but have completed the Level 6 Diploma in Financial Planning, you are still able to apply for the new grade under a window of opportunity that shall remain open until 11 June 2023:

Successfully completed 1 year CPD as a full CISI Member

2 years of CPD successfully completed as a CISI Member or CISI Chartered Member
Or
1 year of CPD successfully completed as a CISI Member or CISI Chartered Member and 2 years of CPD as a Chartered Member of a relevant Chartered Body*
Or
3 years of CPD as a Chartered Member of a relevant Chartered Body*



*Please note, CPD must have been logged consecutively in the years immediately preceding your CISI membership.

You will not be eligible to apply if you have not successfully logged 35 hours CPD from your most recent CPD year.

You will need to provide written confirmation of your relevant membership history with the relevant Chartered Body, this should be included with your application.

CISI Chartered Fellows who are CFPTM professionals via either the Level 7 Diploma in Advanced Financial Planning or the Level 6 Diploma in Financial Planning are eligible to apply for Chartered Fellow (Financial Planning) without any additional requirements. CFPTM professionals with the Level 6 Diploma in Financial Planning must apply within the window of opportunity timeframe (6 June 2022 – 11 June 2023).

There is a £55 application fee plus the difference in your annual membership fees. If you are currently a Chartered Fellow, there will be no fees incurred.

If you do not currently hold the CFP™ Certification, you can start your journey here.

Frequently Asked Questions

Please download and read the FAQs below, and if you still aren't too sure, or have any questions please contact us customersupport@cisi.org.

 Frequently Asked Questions