Navigation path


Regulated profession

Back to homepage Back to previous screen
United Kingdom

Chartered Financial Planner (United Kingdom)

  • Generic name of profession

    Insurance underwriter
  • Identification

    Name of regulated profession:
    Chartered Financial Planner
    United Kingdom
    All regions
  • Legal information

    Legal basis for regulation

    EU Law :
    National legislation:
    Royal Charter and Bye-Laws of the Chartered Insurance Institute, Privy Council, Supplemental Charter (executed under warrant of the Queen's Sign Manual, 27 Jan 1987), Article 13; See also Bye-Law 10 (last amended 2007).
    Useful link:


    Type of regulation :
    Protected title (without reserves of activities)


    Recognition under:
    DIRECTIVE 2005/36/EC
    Additional information :
    Recognition under Directive 2005/36/EC:
    General system of recognition - primary application
    Qualification level:
    PS3 - Diploma of post-secondary level (3-4 years) , Art. 11 d
    Prior check of qualifications for a temporary and/or occasional provision of services:
  • Activities

    Description of activities:
    Available to Advanced Diploma and Fellowship holders with at least five years' industry experience (not necessarily post qualification). Chartered status enables individuals to demonstrate their professional commitment to raising standards of knowledge, capability and ethical practice. It tells their customers that they can expect the highest quality of service. Holders are required to ensure the advice, service and ongoing support they provide is: of the highest quality; based on the client's researched needs; provided by someone operating within their level of competency.
The database contains information on regulated professions, statistics on migrating professionals,contact points and competent authorities, as provided by EU Member States, EEA countries and Switzerland.
Each country is responsible for updating information, on its regulated professions, competent authorities and statistics.
The Commission cannot be held responsible for the accuracy of the information. However, if errors are brought to its attention, the Commission undertakes to correct them, if deemed appropriate.