Achieving Chartered status - here's what you need to know


Chartered status evokes recognition and respect amongst clients and peers, demonstrating continued dedication to strengthening your knowledge and skills.

While achieving Chartered status may be challenging, it represents the highest level of professionalism and reinforces your credentials to potential new clients.

Advisers need a total of 290 credits to become Chartered – you can achieve this by completing either a Diploma in Regulated Financial Planning, or a Diploma in Financial Planning. Additional credits may come from advanced AF exams as well as other self-selected CII exams. You must also have five years of industry experience and an up-to-date record of continued professional development (CPD).

James Busby, who joined AFH as a trainee, is now both a Chartered Financial Planner and a CISI Fellow. During his traineeship, he achieved the Level 4 Diploma in Regulated Financial Planning, going on to split his time between financial planning and working within the Technical Research team.

James gained 350 credits – the requirement for Fellowship – by sitting his R01-6 exams, which provided 100 credits, as well as taking four AF units, gaining an additional 120 credits. The remainder was attained from electives of choice and recognition of prior learning.

Those aiming for Chartered status will be aware of the level of dedication required. Reflecting on his experience, James found that the biggest challenge he faced whilst sitting the 17 exams he took at AFH, was the balance between his work and home life. “For those working a full-time job, finding the time to revise, sit exams and still take time for yourself can be demanding – but that doesn’t mean it’s impossible. A little self-discipline goes a long way.”

Although demanding, Chartered status also comes with valuable rewards. For James, he feels that his title elicits trust from his clients and respect amongst his peers. He feels that achieving Chartered status has enriched his experience at AFH.

As words of wisdom for those who are looking to gain Chartered status, James stresses the importance of continued learning in a dynamic market. “The industry is constantly changing. If you keep on top of industry changes and continue to learn, you’ll be able to deliver the best client service possible.”

Looking to progress in your career, or trying to figure out the path you want to take? Find out more about joining AFH as an adviser here, or learn more about the career opportunities we offer here.

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