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Understanding the Qualification Levels

Chartered Financial Planner (CFP) - Understanding the Qualification Levels

The Chartered title is awarded under the CII's Royal Charter and strictly controlled by the Privy Council. Holders of the title must pass a series of advanced financial planning exams at degree level, in addition to the mandatory examinations held by most other financial planners, in the following areas:

  • Taxation & Trust Planning
  • Business & Corporate Financial Planning
  • Advanced Pension Planning
  • Advanced Investment Planning
  • The Financial Planning Process

Advanced Diploma in Financial Planning holders with at least five years experience are eligible to use the title Chartered Financial Planners. It means that you will be able to call on the services of suitably qualified professionals such as Moor Investment Services with confidence when seeking help with your financial planning needs.

Chartered status reinforces the importance of professionalism in a fast-moving and competitive market. It also helps place the financial advice sector on a par with other professions, such as accountants and solicitors and distinguishes holders from their competitors and peers.

Chartered Financial Planner is the industry's gold standard for financial planners. It confirms that we have satisfied rigorous criteria, that we are committed to continuing our professional development and we adhere to a standard Code of Ethics and Conduct.

*Richard Moor has a Fellowship with the CII
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

PFS Fellowship

Those wishing to continue their studies can also work towards Fellowship of the Personal Finance Society.

Richard Moor of Moor Investment Services is a Fellow of the Personal Finance Society (FPFS) which is the very highest designation awarded by the Personal Finance Society. The achievement has only been obtained by a very small percentage of advisers operating in the United Kingdom.

Richard prides himself on providing the very highest level of service to his clients who remain at the very heart of what we do. His qualifications reflect Richard's outstanding proven record in providing the highest level of service to our clients, demonstrating a culture of integrity, as well as the attainment of and commitment to the Chartered Insurance Institutes' professional qualifications.

Qualified To The Highest Level

When it comes to choosing a financial adviser, you should always deal with a financial planner who is qualified to the highest level.

When you work with Moor Investment Services, you can be reassured by the knowledge that you are dealing with a professional company, certified in Financial Planning and credited with Chartered status. Richard Moor is also a Fellow of the Personal Finance Society (FPFS) which is the very highest designation awarded by the PFS. We will always act in your best interests, providing you with the highest levels of professional financial planning.

To find out more about our qualifications and experience or how you can benefit from working with a Chartered Financial Planner such as ourselves, call us on 01892 832 271 for an informal chat or book an introductory consultation.


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Moor Investment Services Limited, Pinto, Chantlers Hill, Paddock Wood, Kent TN12 6LX   Tel: 01892 832 271
Registered in England and Wales Number 6525353
Moor Investment Services Ltd. is authorised and regulated by the Financial Conduct Authority - FSR number 540249

The value of the money you invest can go down as well as up and you may get back less than you invested.

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