Chartered Status
The concept of holding a personal chartered can be traced back throughout the centuries within the UK. Across the globe and professional industries, chartered status is a symbol of professionalism indicating the individual has attained the highest standards of learning and ethical behaviour.
RVW WealthCare is proud that our planners hold various chartered titles within the financial services sector. This demonstrates their ongoing commitment in providing the very best advice and care to our clients.
Our team hold the following titles:
Adam & Steve: Chartered MCSI
This signifies a personal chartered from the Chartered Institute for Securities & Investment (CISI).
“Attaining a Charter from the CISI, the UK's leading securities and investment professional body, highlights that you are at the pinnacle of professionalism in financial services.” (CISI).
Adam: Chartered Wealth Manager
This award enables Adam to become part of an elite group of CISI Chartered Wealth Managers and is the highest award made by the institute.
“Chartered Wealth Manager is a title awarded by the CISI to recognise senior members in the retail sector at the pinnacle of their profession. Chartered Wealth Manager is the mark of an up to date, experienced and qualified financial industry professional. ” (CISI)
.Adam: Chartered FLIBF
Fellowship of The London Institute of Banking & Finance is “a mark of senior professional status in the banking & finance industries” (LIBF). It is awarded to individuals that have not only achieved the highest levels of academic achievement, but have also contributed to the development of professionalism/professional education within the banking and finance professions. Chartered Fellowship is the highest designation awarded by the London Institute of Banking and Finance.
Steve: Chartered Insurance Practitioner
A designation awarded to holders of the Cii Associate exam who have 5+ years' experience.
“Across the professional landscape, from accountants to civil engineers, and of course through to insurance brokers, insurers, insurance practitioners and financial planners, Chartered status stands proud as an indicator of the highest standards of learning and ethical behaviour.” (Cii).