The FPI created the FPI Approved Professional Practice™ status to enable consumers to identify professional planning practices that offer financial services of the highest standard. It also implies that our CERTIFIED FINANCIAL PLANNER® professionals meet certain education, examination, experience and ethics requirements.
As an FPI 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.
