CII

The number of financial advisers with chartered status has increased 24% year on year, according to a document released by the Chartered Institute of Insurance (CII) today.

EXAM IN PROGRESS

Firms are approaching risk management purely as a way to deal with negative outcomes rather than as a means of creating profitable opportunities, a survey of Chartered Insurance Institute (CII) members suggests.

The number of Chartered financial planning firms has increased by almost a quarter in the last 12 months, according to figures published by the Personal Finance Society (PFS).

The Chartered Insurance Institute (CII) looked into 525 disciplinary cases in 2012, according to its latest Professional Standards Board report.

The Financial Conduct Authority (FCA) will not find it easy to drop its predecessor's 'tick box' culture according to the chairman of the Chartered Insurance Institute's Professional Standards Board (PSB).

The number of chartered financial planners has exceeded the 3,500 mark for the first time, latest figures from the the Personal Finance Society (PFS) reveal.

Chartered Insurance Institute (CII) research into consumers' views of the Retail Distribution Review (RDR) suggests a large untapped market of individuals who could be brought into financial advice for the first time as a result of the regulatory changes....

Outgoing Personal Finance Society (PFS) chief executive Fay Goddard has said she wants her legacy to be the recognition among the public of financial planning as a chartered profession.

Keith Richards, who stepped down as distribution director at Tenet today, has been named as the new chief executive of the Personal Finance Society (PFS).