CII

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).

Thousands of advisers have yet to obtain their mandatory statement of professional standing (SPS), according to figures from accredited bodies.

The Chartered Institute of Insurance (CII) has launched a Certificate in Securities Advice and Dealing for advisers wanting to specialise in the area.

The Chartered Insurance Institute (CII) and the London School of Economics are launching a major piece of academic work looking at risk taking within financial services.