Adviser examination rivals the Chartered Insurance Institute and the Securities & Investment Institute have joined forces to create a uniform financial services qualification.
Both the CII and the SII offer qualifications on the Financial Services Skills Council’s list of appropriate examinations for people wishing to become financial advisers. As a result of the move, the SII is set to withdraw its Certificate in Investment and Financial Advice and will instead refer its students to the CII's Certificate in Financial Planning. At the same time, the CII is to now offer its members the SII's Fund Management examination as part of the CII Diploma in Financial Planning framework. The examination covers the activities, knowledge and techniques required to under...
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