Gemma chatting with a client over coffee

What is a Chartered Financial Planner?

Written by Sally-Anne Rogers

As a Chartered Financial Planner, Gemma has satisfied rigorous criteria relating to professional qualifications and ethical good practice. It means you can be confident that you are dealing with one of the UK’s leading advisers, wholly committed to providing you with the best possible advice, service and support.

The Chartered Insurance Institute

Chartered Financial Planner is a professional qualification awarded by The Chartered Insurance Institute:

“Standards. Professionalism. Trust. embodies our commitment to driving confidence in the power of professional standards: competence, integrity and care for the customer. By choosing Chartered, you are choosing a financial planner who has made a public commitment to professionalism. They must maintain standards of excellence in qualifications, ethics, business practices and professional development.” 

Source: The Chartered Insurance Institute

Chartered Financial Planner

Gemma Darcy has been awarded the title Chartered Financial Planner by the Chartered Insurance Institute (CII).

Chartered Status is the profession’s gold standard for financial planners. It confirms that every Chartered Financial Planner has completed a suite of professional qualifications equivalent to a bachelor’s degree.

It also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics. You can view the Code at

The Chartered Financial Planner Qualification

The individual Chartered Financial Planner qualification fits into the National Qualifications Framework at Level 6, which is equivalent to a Bachelor Degree.

Chartered Financial Planner carries comparable qualifications as with other established professions, such as Chartered Accountants and Chartered Surveyors.

For financial planners to use the professional designation of Chartered Financial Planner, it is mandatory to be a member of the Personal Finance Society, the leading professional body for financial planners.

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