Right tools for the job

Shanelle Stevens reveals what is in the newly launched Chartered Toolkit and how it can help promote your business

We are stepping up on our commitment to promoting Chartered status to the public and are excited that many Chartered financial planners have already joined the advertising campaign.

This is an exciting and unique initiative, combining individual brands with the core Chartered brand to maximise reach and engagement across LinkedIn and the web. The adverts will start to go live from October and we will report back on the campaign’s impact in a future edition.  

Chartered Toolkit

The recently launched Chartered Toolkit has been designed with financial planning firms in mind, to effectively communicate and promote your Chartered status both within your business and to your clients and stakeholders.

The toolkit provides a range of assets to help you get the most out of your Chartered status. While most people know about Chartered status in other professions, it is less well established in our own. Our vision is that together, we can achieve ‘parity of esteem’ with established professions such as medicine and accountancy. A genuine commitment by firms to the Chartered ethos, expressed through a shared public declaration to professional standards, is an essential step on this journey.

While the Chartered ethos is shared between the PFS and every Chartered firm, it is a joint commitment to define and develop standards of professionalism in financial planning and demonstrate the value of an ethical approach to business. As a Chartered firm, your business is making public its commitment to uphold those ideals.

In this content-rich toolkit, you will find:

1. Video content

A short film about what Chartered status means.  

2. Code of Ethics practical guide

How to incorporate ethical ideas into day-to-day business, including case studies.  

3. Chartered logos and usage guidelines

All the branding you need to identify yourself as a Chartered firm.  

4. Customer handout

A simple A5 statement brochure about the status (with the opportunity to add your business logo on the front).  

5. Chartered wall plaque

Your commitment made physical – order your first Chartered plaque for free.  

6. Chartered window stickers

Eye-catching signage to display on your office windows.  

7. Public-facing video

To share with your customers during meetings or promote on your website.  

8. Animated Chartered logo

To use in presentations when meeting with clients and on social media.  

9. Chartered press release

Make an announcement to your local press highlighting your Chartered status.  

10. Digital banners and social media graphics

To promote your status on both social media and the web.  

Download the Chartered Toolkit for Financial Planners at: bit.ly/2klVkZL and let us know which assets you have benefited from, by contributing to our quarterly Chartered newsletter.

Shanelle Stevens is customer marketing executive at the PFS

Image credit | Shutterstock