CII opens business owner-focussed adviser leadership programme

Topics covered include exit planning, recruitment and scalability

Hope William-Smith
clock • 1 min read

A leadership-focussed training programme for advisers designed to provide a methodology for business growth has been announced by the Chartered Insurance Institute (CII).

The institute's ‘Building a World Class Advisory Practice' programme will inform on a variety of business topics including clarity and opportunity, profitability, and new client acquisition. The programme will also cover efficiency, scalability and stability topics for advice firms, as well as how to acquire new assets, build professional connections, and determine exit value. The CII said the programme "incorporates a variety of techniques to deliver increased strength and value in a UK advisory business" and also has an "added focus on alignment with the Financial Conduct Authority'...

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