Inside the CII's new training programme for advice firm owners

‘Building a World Class Advisory Practice’ is off to a strong start

Hope Coumbe
clock • 4 min read

Small business is Professional Adviser’s bread and butter, so Hope Coumbe sat down with the Chartered Insurance Institute (CII) to hear all about plans for its leadership-focused adviser training programme, designed to provide a methodology for successful business growth…

Six months ago, the CII announced the launch of Building a World Class Advisory Practice, the programme is said would "deliver increased strength and value in a UK advisory business". The development of the initiative, however, goes back about 18 months - the brainchild from an advisory panel meeting set up to provide the institute with an ongoing feedback loop of industry training needs. The advisory panel - individuals nominated by the Personal Finance Society (PFS) - told the CII which parts of thousands of points of feedback needed prioritising. The idea was born to provide a mana...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your Business

FCA launches tool to help firms understand its investment advice expectations

FCA launches tool to help firms understand its investment advice expectations

Regulator unveils its ‘Investment Advice Assessment Tool’

Isabel Baxter
clock 13 June 2025 • 1 min read
Simon Rogerson on the pitfalls of growing through acquisitions

Simon Rogerson on the pitfalls of growing through acquisitions

'Communication needs to be two-way, especially when two businesses come together.'

Simon Rogerson
clock 12 June 2025 • 4 min read
How connection drives operational efficiency and reduces turnover risk in financial services

How connection drives operational efficiency and reduces turnover risk in financial services

'33% of financial services professionals feel like outsiders in their own workplace'

Mary-Clare Race
clock 11 June 2025 • 5 min read