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

Taskforce launched to 'raise' financial planning exit standards

Taskforce launched to 'raise' financial planning exit standards

The Succession Alliance

Jen Frost
clock 05 March 2026 • 3 min read
All the advice firm acquisitions that have taken place in 2026

All the advice firm acquisitions that have taken place in 2026

Keeping track of the ongoing consolidation in the advice industry

Professional Adviser
clock 02 March 2026 • 1 min read
Editor's view: Finfluencer fines send a message – but not the right one

Editor's view: Finfluencer fines send a message – but not the right one

The editor's Friday Night Takeaway from 27 February

Jen Frost
clock 27 February 2026 • 3 min read