We are an FPI approved practice
Chartered Wealth Solutions is an FPI Approved Professional PracticeTM. The FPI created this status to enable consumers to identify professional planning practices that offer financial services of the highest standard. Approved professional planning practices are financial planning role models in their communities. The majority of our planners are Certified Financial Planner® professionals who must meet certain education, examination, experience and ethics requirements.
So, when you deal with a CFP® professional at Chartered Wealth Solutions, you know that you are working with a knowledgeable, experienced and professional financial planner. As a practice, we encourage all our planners to obtain CFP® accreditation.
As an Approved Professional PracticeTM, Chartered Wealth Solutions adheres to the FPI’s Code of Ethics and Responsibility and our policies and procedures are consistent with this. Furthermore, we will undergo three-yearly reviews to confirm adherence to the licensing criteria. We also commit to inform the FPI immediately should any changes in the business occur that might influence the approval criteria.
As an FPI Approved Professional Practice®, Chartered Wealth Solutions undertakes to mentor its young professionals. The aim is for these new planners to be able to demonstrate in their knowledge, skills and abilities that they understand and embrace the principles laid out in the FPI Code of Ethics and Professional Responsibility. In addition, Chartered Wealth’s mentorship programme is also designed to engender a passion for the industry and for putting clients first in the new generation of financial planners.