CII corporate chartered status overhaul to proceed this quarter

The professional body is understood to be about to begin a consultation phase for stakeholders, including existing and potential Chartered firms, to be run during Q1. A pilot of new rules with a small group of firms is expected later this year, with 2026 understood to be the targeted adoption date for changes. The review will be carried out internally, PA understands. The CII currently offers Chartered Financial Planners status under its corporate programme, in addition to its offerings for insurers, brokers and underwriting agents on the insurance side. There are 711 Chartered fir...