I have been awarded the title Chartered Financial Planner by the Chartered Insurance Institute (CII).
Chartered Status is the profession's gold standard for financial planners. It confirms that every Chartered Financial Planner has completed a suite of professional qualifications equivalent to a bachelor's degree.
It also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics.
You can view the Code at www.cii.co.uk/code.
Lee Blissett is a Chartered Fellow of The Chartered Institute for Securities & Investment (CISI).
Across the world, and across industries, a personal Charter is recognised as a symbol of the peak of professionalism. Holding a Charter demonstrates an outstanding commitment to achieving the highest levels of knowledge, skills and behaviour, and dedication to maintaining this. Attaining a Charter from the CISI, the UK's leading securities and investment professional body, highlights that the individual is at the pinnacle of professionalism in financial services.
The Chartered Institute for Securities & Investment (CISI) is the leading professional body for securities, investment, wealth and financial planning professionals. Formed in 1992 by London Stock Exchange practitioners, the CISI has a global community of circa 45,000 members in 111 countries and last year more than 40,000 CISI exams were sat in 81 countries, 15,000 taken outside the UK.
On Friday 9 October 2009, Her Majesty the Queen signed the Charter formally creating the Chartered Institute for Securities & Investment (CISI).
The aim of the CISI is to set standards of professional excellence and integrity for securities, investment, wealth and financial planning professionals, providing qualifications and promoting the highest level of competence to its members, individuals and firms.
The CISI believes professionalism is the blend of three elements:
The CISI believe a professional is someone who has a combination of knowledge and skills, and acts with integrity.