Chartered Financial Planner status is the ultimate symbol of professionalism. Attaining Chartered status takes commitment. It’s challenging, but achievable. And the achievement is quickly rewarded by the way others respond to you.

In appreciation of the work undertaken to achieve higher qualifications we have a special schedule 3 bonus worth £1,200 per year for Truly IFAs who:

Hold the CII Chartered Qualification.

Write consistently high levels of new business


Why Chartered Status makes a difference?

The Chartered logo signifies that an individual or organisation has committed to:

The highest level of technical and professional knowledge and competence through professional qualifications

Keeping knowledge and skills up-to-date through continuing professional development

Ethical conduct through adhering to and industry Code of Ethics enforced through disciplinary sanctions

Qualification Requirements

If you hold a CII Advanced Diploma then you probably already satisfy the requirements to become Chartered.  Alternatively, if you hold other CII qualifications or examinations then you may already be on your way to achieving the Advanced Diploma, and in turn, Chartered Status.

For more information visit

Communicating your Chartered Status

Having made the commitment and investment to attain Chartered Status, it’s important you let others know about your achievements. There are many ways you can share and promote the details of your qualification and we will be here to support that as well.

You will feature on our dedicated page on the TrulyIFA website specific to Chartered Status. It will feature explanations as to what it means to clients as well as a link to your own dedicated page where clients can find out more about you and contact you for financial advice.

Contact details

01228 587 588
Atlantic House, Parkhouse, Carlisle, Cumbria, CA3 0LJ

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