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Chartered Financial Planners

Renew now

If you are a member of a Chartered firm and your yearly renewal is due there are four steps to take:


STEP 1: Read 'The criteria in detail'

Read the Guidance and Rules on renewing corporate Chartered status to remind yourself of the criteria and make sure your firm still meets them.

STEP 2: Download and complete the renewal application form

To ensure your firm still meets the criteria in full, we need to revalidate your information. You can complete the Excel-based form offline while you collate the necessary information (and copy and paste any information that is still valid from your last application/renewal, if you still have it), before submitting it in your own time.

In summary, the form includes the following:

  • Section 1 - Corporate details
  • Section 2 - Eligibility criteria
  • Section 3A - Board or appropriate management team members details
  • Section 3B - Customer-facing staff details
  • Section 4 - Terms & Conditions

Please note that each section appears on a separate worksheet (tab) in the excel form.

Complete Sections 1-3B and confirm acceptance of the Terms & Conditions. Please ensure you read the guidance notes at the top of each worksheet as you work through the form.

View our guide on completing the online form >>

Download the renewal form for Chartered Financial Planners status >>

STEP 3: Verify your renewal form

Use our 'offline verifier' tool to check your completed application. This will allow you to check you have included all the necessary information and correct any errors before you proceed to submit the form.

Validate your completed renewal form online >>

STEP 4: Submit

Log in to the website to submit the form - this MUST be done by your firm's chosen Responsible Member. The Responsible Member submits the spreadsheet as well as the supplementary information required to meet the criteria, and completes a declaration.

Please note that you must complete to the end of the declaration process to submit a valid renewal application.

Responsible Member login to submit renewal form and supplementary evidence >>