The new Chartered status, Chartered Fellow (Financial Planning) is a membership grade awarded by the CISI to
committed to maintaining high standards within the financial planning profession.
By becoming a Chartered Fellow (Financial Planning), you join a global community of
qualified and excellent financial planners. The designation associated with this membership grade can be
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
then complete the Chartered Fellow (Financial Planning) form or if applicable to you, the
Please read the FAQs, if you have any unanswered questions please email