Corporate Chartered status – the next 10 years: summary of consultation response

Presented by

Melissa Collett, Ian Simons and hosted by Luke Holloway

About this talk

This webinar will last for 30 minutes including a 10 minute Q+A. Outcomes: •Overview of the Chartered consultation feedback •The Chartered Ethos – a refresh of the ‘Why’ Chartered •Five ways Corporate Chartered is changing for the better •What it means for Local Institutes •Q&A

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We are the professional body for the financial planning profession in the UK. Our remit is to lead the financial planning community towards higher levels of professionalism exhibited through technical knowledge, client service and ethical practice. We are part of the Chartered Insurance Institute group and aligned with its Royal Charter that requires we secure and justify the confidence of the public.