Chartered Financial Planner (CFP)
When it comes to your money, ensuring you receive advice from the best-qualified adviser should be your minimum requirement
Standards in the financial advice industry have been significantly raised in recent years. The CII’s ‘Chartered Financial Planner’ status recognises organisations that are committed to professionalism, ethical practice, knowledge, and excellence.
A certified financial planner (CFP) refers to the certification owned and awarded by the Certified Financial Planner Board of Standards. The CFP designation is awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements. Individuals desiring to become a CFP professional must take extensive exams in the areas of financial planning, taxes, insurance, estate planning and retirement.
Shaun Hart is one of the few regulated advisers holding both Chartered and Certified Financial Planner qualifications.
Shaun Hart is a Fellow of the Personal Financial Society (FPFS) which is the very highest designation awarded by the PFS. This achievement has only been obtained by a very small percentage of advisers operating in the UK. Of 30,000 members of the PFS, less than 2,900 hold this advanced level qualification.
Fellowship of the CII is universally regarded as the premier qualification. Achieving Fellowship of the CII gives financial services practitioners genuine differentiation. The CII is one of the main awarding bodies in the financial services industry and is well known around the world, for the quality and breadth of its exams and qualifications.
Fellowship of the CII confirms commitment to further self-improvement and is available only to those who demonstrate their ability. It is a major achievement in the financial industry and demonstrates the acquisition of skills and knowledge at the highest of levels.
Chartered Financial Planner, Certified Financial Planner & Fellowship of the CII
Shaun holds all three of the prestigious qualifications which are highly sought after within Financial Services. Along with a Fellowship, he is a Chartered Financial Planner and an Associate of the Institute of Financial Planners.
| Qualification Level | Designatory Letters | Chartered Insurance Institute (CII) Description | Educational Equivalent |
|---|---|---|---|
| Fellowship* | FCII / FPFS | Fellowship of the CII is universally regarded as the premier qualification for those working in the insurance industry. | Degrees and Higher National Diplomas |
| Advanced Diploma | ACII / APFS | Associate members are those who have gone on to secure more advanced qualifications by completing the Advanced Diploma in Insurance or Advanced Diploma in Financial Planning or its predecessor the Associateship | Degrees and Higher National Diplomas |
| Diploma | DipCII / DipPFS | Qualified members who have completed a Diploma level qualification. | Certificates of higher education - HNC |
| Certificate | Cert CII / CertPFS | Qualified members who have completed a Certificate level qualification. | A-levels |
| Award | CII (Award) | Qualified members who have completed the Award in General Insurance or the Award in Financial Planning. | A-levels |
| CII Ordinary / PFS Student | None | CII Ordinary or PFS Student membership is for those new people entering the general insurance or financial services sector, embarking on their first qualification or who simply wish to be able to enjoy the CII range of membership benefits | None |
Shaun Hart is a Fellow of the Personal Financial Society (FPFS) which is the very highest designation awarded by the PFS. He is one of the few regulated advisers holding both Chartered and Certified Financial Planner qualifications.