How is Chartered status going to link with the new financial planning qualifications framework?
A. Chartered status is the pinnacle for the financial planning professional. The CII’s new financial planning framework will support this professional progression by providing the essential learning and qualification to first degree level which is a requirement before Chartered status can be awarded. The new framework will also provide, via Personal Finance Society membership designations, ‘stopping off’ points to allow planners to demonstrate their levels of competence and that they are ‘fit for purpose’.
