PFS launches beefed-up toolkit to help promote Chartered status

clock • 1 min read

Chartered advisers will have access to more ways to promote their status after the Chartered Insurance Institute (CII) updated its toolkit. The CII, the parent of the Personal Finance Society, launched its toolkit in July to help explain what consumers can expect from advisers with Chartered status and details of how advisers can access promotional paraphernalia for their businesses. The update now includes an example press release and communication guidelines for when firms want to inform the media about their achievement, as well as branded social media graphics and website banners ...

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