The Chartered Insurance Institute (CII) has launched a consultation seeking feedback from insurance and personal finance professionals on its Corporate Chartered proposition.
The CII launched its three Corporate Chartered titles - Chartered Insurers, Chartered Insurance Brokers and Chartered Financial Planners - 11 years ago. More than 900 firms and divisions now hold the...
Dominic Sanzari, 26, was an unhappy accountant but now he's an ecstatic associate financial planner. Here he explains how the Succession Wealth graduate programme enabled his dream to become reality
Ceremony at Luton Hoo
From 3 to 10 October
‘Future of Advice’ student placement project
Learnings from Covid-19
Working on portfolio of unquoted healthcare investments
Managed by Benchmark Capital CIO Alex Funk
‘If you do not wish to offer protection advice, refer it’
‘Not just a sponsor’