SJP and CII team up for exclusive vulnerable client qualification

Only available at SJP

Hannah Godfrey
clock • 1 min read

The CII has launched an Inclusive Financial Planning qualification that is exclusive to St James's Place (SJP) partners and advisers.

The qualification is designed to help SJP advisers develop a detailed and holistic understanding of vulnerable customers and their needs, and how to address them. SJP has been working with the Chartered Insurance Institute (CII) over the last two years to develop the level 6 qualification, which is being offered as part of the programme towards Chartered status. SJP said the qualification will enable candidates to critically evaluate the complex financial planning needs of a wide range of vulnerable client scenarios and to develop suitable solutions. The advice giant said it hopes ...

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 profession

Aberdeen sells financial planning arm to Ascot Lloyd

Aberdeen sells financial planning arm to Ascot Lloyd

Part of provider’s plan to simplify business

Jenna Brown
clock 20 August 2025 • 2 min read
Advisers urged to look beyond training academies

Advisers urged to look beyond training academies

‘Young people have a misunderstanding of opportunities a career in advice can hold’

Sahar Nazir
clock 20 August 2025 • 2 min read
Gillian Hepburn: Benchmark's 'cradle to grave' approach is a USP

Gillian Hepburn: Benchmark's 'cradle to grave' approach is a USP

‘We can help advisers start up a business depending on how they’re joining us’

Sahar Nazir
clock 19 August 2025 • 3 min read