Progeny Wealth achieves corporate Chartered status from CII

‘Corporate Chartered status is in my view the engine of professionalising the industry’

Ayesha Venkataraman
clock • 2 min read

Private equity-backed Progeny Wealth has achieved corporate Chartered status from the Chartered Insurance Institute (CII).

Every firm that holds Chartered status must demonstrate business practices and a diversity and inclusion policy that align with the CII Code of Ethics in addition to putting customers' interests first, investing in ongoing development of technical skills and knowledge and supporting wider aims that benefit society and the growth of the profession. Progeny highlighted that it has met these requirements through numerous initiatives, including establishing the Progeny Adviser Academy in 2019 with the aim of developing the next generation of Chartered financial planners over a three-year per...

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