Insurer Zurich is training its sales staff to obtain the same minimum qualification level as that required of the advisers they speak to.
The Chartered Insurance Institute (CII) has laid out its plans to overhaul the corporate Chartered status for firms, in a drive to achieve greater trust among consumers and raise standards across the profession.
The Tenet Group is offering its Chartered advisers a 50% discount on their professional indemnity insurance (PII) excess after negotiating with its underwriters.
The outgoing president of the Chartered Insurance Institute (CII) is imploring her successor to take a closer look at the retail space and a reworking of what Chartered means in 2013.
A Chartered financial planner who has spent more than two decades advising clients has quit the industry as he believes many parts of it are still geared towards selling products.
The Institute of Financial Services is now able to offer chartered membership in addition to its existing chartered titles.
The number of registered chartered financial planners in the UK has almost doubled from three years ago, and now tops 3,000, figures show.
Midlands-based IFA Torquil Clark has been awarded chartered financial planner (CFP) status by the Chartered Insurance Institute (CII).
The Personal Finance Society (PFS) says the growing need to raise standards has helped it gain over 25,000 members since its creation in 2005.