Chartered Insurance Institute

The Chartered Insurance Institute (CII) is the world's leading professional body dedicated to insurance and financial planning, with more than 122,000 members across more than 150 countries. Founded in Manchester in 1873 as a federation of local insurance institutes, the CII received a Royal Charter in 1912 and has since become the global standard-setter for professional qualifications, ethics, and continuing education in the insurance and financial planning professions.

Operating under its Royal Charter mandate to "secure and justify the confidence of the public," the CII delivers its mission through three pillars: relevant learning, insightful leadership, and engaged membership. The organization oversees professional qualifications from entry-level to Fellowship, sets ethical standards, and supports a network of 51 local institutes across the UK and 70 affiliated global institutes. Its sub-brands include the Personal Finance Society (40,000+ members in financial planning) and the Society of Mortgage Professionals.

The CII is executing a five-year Strategic Plan (2023-2027) built around six themes: Excellent Member Experience, Highest Professional Standards, Sector Thought Leadership, World-Class Learning, Digital First, and Sustainable Institute.