Understanding the Qualification Levels
The Chartered title is awarded under the CII's Royal Charter and strictly controlled by the Privy Council. Holders of the title must pass a series of advanced financial planning exams at degree level, in addition to the mandatory examinations held by most other financial planners, in the following areas:
- Taxation & Trust Planning
- Business & Corporate Financial Planning
- Advanced Pension Planning
- Advanced Investment Planning
- The Financial Planning Process
Advanced Diploma in Financial Planning holders with at least five years experience are eligible to use the title Chartered Financial Planners. It means that you will be able to call on the services of suitably qualified professionals such as Moor Investment Services with confidence when seeking help with your financial planning needs.
Chartered status reinforces the importance of professionalism in a fast-moving and competitive market. It also helps place the financial advice sector on a par with other professions, such as accountants and solicitors and distinguishes holders from their competitors and peers.
Chartered Financial Planner is the industry's gold standard for financial planners. It confirms that we have satisfied rigorous criteria, that we are committed to continuing our professional development and we adhere to a standard Code of Ethics and Conduct.
|Qualification Level||Designatory Letters||Chartered Insurance Institute (CII) Description||Educational Equivalent|
|Fellowship*||FCII / FPFS||Fellowship of the CII is universally regarded as the premier qualification for those working in the insurance industry.||Degrees and Higher National Diplomas|
|Advanced Diploma||ACII / APFS||Associate members are those who have gone on to secure more advanced qualifications by completing the Advanced Diploma in Insurance or Advanced Diploma in Financial Planning or its predecessor the Associateship||Degrees and Higher National Diplomas|
|Diploma||DipCII / DipPFS||Qualified members who have completed a Diploma level qualification.||Certificates of higher education - HNC|
|Certificate||Cert CII / CertPFS||Qualified members who have completed a Certificate level qualification.||A-levels|
|Award||CII (Award)||Qualified members who have completed the Award in General Insurance or the Award in Financial Planning.||A-levels|
|CII Ordinary / PFS Student||None||CII Ordinary or PFS Student membership is for those new people entering the general insurance or financial services sector, embarking on their first qualification or who simply wish to be able to enjoy the CII range of membership benefits||None|
Those wishing to continue their studies can also work towards Fellowship of the Personal Finance Society.
Richard Moor of Moor Investment Services is a Fellow of the Personal Finance Society (FPFS) which is the very highest designation awarded by the Personal Finance Society. The achievement has only been obtained by a very small percentage of advisers operating in the United Kingdom.
Richard prides himself on providing the very highest level of service to his clients who remain at the very heart of what we do. His qualifications reflect Richard's outstanding proven record in providing the highest level of service to our clients, demonstrating a culture of integrity, as well as the attainment of and commitment to the Chartered Insurance Institutes' professional qualifications.
Qualified To The Highest Level
When it comes to choosing a financial adviser, you should always deal with a financial planner who is qualified to the highest level.
When you work with Moor Investment Services, you can be reassured by the knowledge that you are dealing with a professional company, certified in Financial Planning and credited with Chartered status. Richard Moor is also a Fellow of the Personal Finance Society (FPFS) which is the very highest designation awarded by the PFS. We will always act in your best interests, providing you with the highest levels of professional financial planning.
To find out more about our qualifications and experience or how you can benefit from working with a Chartered Financial Planner such as ourselves, call us on 01892 832 271 for an informal chat or book an introductory consultation.
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What Our Clients Say
Richard has always taken the time and trouble to listen to my specific investment needs and I have been extremely grateful that he is, unlike most IFA's, not sales motivated.
Cooden, East Sussex
I have known Richard and Jane Moor for over 20years and would highly recommend them for all your financial needs. Two very discreet and trustworthy people. You will never be disappointed.
Richard and Jane were introduced to ourselves by our accountant to assist with pension planning. Their approach from the onset has been personal, yet totally professional throughout and we are delighted with the ongoing financial service they provide, leaving us confident to enjoy our retirement.
D.P. & M.S.
Richard at Moor Investment Services has been our financial adviser for a number of years. He has provided input on pension planning and given us investment advice. He has recommended thoroughly researched solutions which have proved invaluable.
D.G. & H.A.
Although our investment with Moor Investment Services Ltd is a small one, for us it has been a comfort to have a personal review each year with Richard. As we have no knowledge of the financial world, investing in this way means we do not have to worry about it.
Mr & Mrs. G.
Whatever your financial circumstances you can be assured of excellent, well researched advice from Richard and Jane. They are both highly experienced and knowledgeable but can explain things in 'layman's terms' if necessary and they are always friendly and personable.
Now that my husband is in a nursing home, your help with the financial side has been extremely welcome. I might add that the money that has funded his care is as a direct result of how our money was invested in the past from your excellent advice and skill.
Tunbridge Wells, Kent
Over a number of years Richard Moor has been my pension advisor. During this period he has provided me with accurate and independent advice, which has been very beneficial to my pension fund.
Mr. S.P. Cronan
Abaco Creative Consultancy
Moor Investment Services Ltd provided me with an extremely professional service, making the necessary effort to understand my personal and financial circumstances and combine this approach with a respect of privacy and lack of intrusiveness.
Hastings, East Sussex
Richard has taken all my financial worries away. No hours pouring over that tax return. I look forward to his visits, a cup of coffee, good advice - all sorted!
Tunbridge Wells, Kent