Corporate Chartered status is awarded to firms which reach a set of standards and make a series of commitments to professional development.
The firms that gained Chartered status in Jan-Feb are:
• Aspire Wealth Management
• Darnells Wealth Management
• Informed Choice
• North London Insurance Group
• Lane Financial Management
• Progeny Wealth Limited
Since January 2020, 50% of advisers at Chartered Financial Planning firms must hold the Chartered Financial Planner title, an increase from the previous 25% requirement.
Firms must adhere to the Chartered Ethos. The ethos includes a requirement to provide relevant learning to staff, ongoing people development, alignment of ethics and values, a customer-centric approach, support for initiatives that build public trust and a commitment to contribute to development of the profession.
Melissa Collett, executive director of professional standards at the CII, said: “We are proud to welcome these firms into our Chartered community.
"In achieving corporate Chartered status, they have made a public declaration to professional standards, and committed to upholding the Chartered Ethos of nurturing knowledge, client centricity and serving society. Corporate Chartered status is a key instrument in building public trust and is a true mark of professionalism.”
From Financial Planning Jobs. For more click on any job.
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Performance Director - South West - £100k+bonus
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Chartered Financial Planner - Staffs - £80k-£100k
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Paraplanner - Cheshire - £35k-£50k
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