Skip to main content
Personal Finance Professional – setting standards and guiding the profession - return to the homepage Personal Finance Professional logo
  • Search
  • Visit Personal Finance Professional on Instagram
  • Personal Finance Professional on Twitter
  • Visit @PersonalFinanceSociety on Facebook
Visit the website of the Chartered Insurance Institute Logo of the Chartered Insurance Institute

Main navigation

  • Home
  • News
  • News analysis
  • Features
  • Study room
  • Opinion
  • PFS Radio
  • Digital magazine
Quick links:
  • Home
  • Personal Finance Professional Issues
  • AUTUMN 2019
News analysis

Right tools for the job

Share on
  • Twitter
  • Facebook
  • Linked in
  • Mail
  • Print
Open-access content Monday 24th August 2020 — updated 3.32pm, Tuesday 6th October 2020
Authors
Shanelle Stevens
web_p36_tools-for-the-job_shutterstock_1181806747-[Converted].png

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
AUTUMN 2019
This article appeared in our AUTUMN 2019 issue of Personal Finance Professional .
Click here to view this issue

You may also be interested in...

web_p32_paint-sphere_alamy_HERKC_ext.png

What's in the crystal ball?

How Brexit will affect the risk appetite of clients
Monday 24th August 2020
Open-access content
web_p34_gift_iStock-513307834_ext.png

The gift of exemption

Examining the normal expenditure exemption for inheritance tax
Monday 24th August 2020
Open-access content
web_p38_work-in-progress_iStock-185244309.png

MiFID II: A work in progress

How advisers are coping with MiFID II and the impact on businesses
Monday 24th August 2020
Open-access content
web_p44-45_pie_IKON_00001947_CMYK.png

Zero tolerance

How the Net-Zero Carbon 10 target is helping sustainable investors to target carbon neutrality
Monday 24th August 2020
Open-access content
web_p24-29_clam_inside.png

Beneath the surface

A look at the recommendations of Technical Connection
Monday 24th August 2020
Open-access content
web_p22-23_Millenials.png

Tipping the millenial market

How insurers are ensuring trust among millenials
Monday 24th August 2020
Open-access content

Latest from News analysis

ty

Budget – Spring 2023

John Woolley highlights the key announcements from the Budget impacting financial advisers and their clients
Monday 20th March 2023
Open-access content
65r

Duty bound

Dr Matthew Connell reports on the latest developments on the road to implementation of the Consumer Duty
Friday 17th February 2023
Open-access content
jtf

Edinburgh Reforms - Cutting the red tape

Dr Matthew Connell provides an update on changes to the UK’s financial services regulations post-Brexit
Friday 17th February 2023
Open-access content

Latest from AUTUMN 2019

web_p48_MPFS_logo_PFS_CMYK.png

My PFS Skills

Introducing My PFS Skills
Monday 24th August 2020
Open-access content
web_p37_MDRT_event.png

Selling with integrity

Lee Travis reveals his experience at the Million Dollar Round Table
Monday 24th August 2020
Open-access content
web_p20-21_pass-baton_shutterstock_567441331_ext.png

Changing pension transfer advice

Five key points about the FCA's pension transfer paper
Friday 21st August 2020
Open-access content
Share
  • Twitter
  • Facebook
  • Linked in
  • Mail
  • Print

BECOME A MEMBER

BECOME A MEMBER

SUBSCRIBE TO PRINT

SUBSCRIBE TO PRINT
PFP
​
FOLLOW US
Twitter
LinkedIn
Youtube
CONTACT US
Tel: +44 (0) 20 7880 6200
Email
Advertise with us
​

About the PFS

About us
Membership
Qualifications
Events

PFP magazine

Digital magazine
Podcasts
Blog
News

General Information

Privacy Policy
Terms & Conditions
Cookie Policy
Think Green

Get in touch

Contact us
Advertise with us
Write for PFP Magazine
Want to receive PFP Magazine
Not a member but interested in knowing more? Click here.

© 2023 • PFP Magazine is published by Redactive Media Group. All rights reserved. Reproduction of any part is not allowed without written permission.

Redactive Media Group Ltd, 71-75 Shelton Street, London WC2H 9JQ