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

'Don't think of consolidation as the end of independent advice. It isn't'

'Don't think of consolidation as the end of independent advice. It isn't'

Continuity before everything else

Tom Rowe-Jones
clock 02 September 2026 • 5 min read
SENDA calls on profession to share how it supports families with disabilities

SENDA calls on profession to share how it supports families with disabilities

Part of white paper launching in November

Isabel Baxter
clock 02 September 2026 • 2 min read
Plannex memberships boosted by 'out of the blue' Reddit influx

Plannex memberships boosted by 'out of the blue' Reddit influx

Without spending a penny on the social media platform

Isabel Baxter
clock 01 September 2026 • 5 min read