The Chartered Insurance Institute has approved proposals to create a governing board of 13 members as part of its aim to establish a new board and council.
The Chartered Insurance Institute's pension planning unit has been confirmed by the Financial Services Skills Council as an appropriate exam for people acting as pensions transfer specialists.
Continued strong demand has led the CII to extend its education programme on pensions simplification aimed at advisers who need better understanding of pensions taxation rules.
Zurich has created a professional qualifications training programme which aims to put all claims, risk management, sales and underwriting employees through Chartered Insurance Institute training.
If you want to improve reputation, you need to do reputable things and make sure that your reputation is not owned by someone else who can dictate what people should think of you. That is the philosophy which lies behind the case for a professional body...
Trade associations including the Association of IFAs have joined together to promote positive messages about the financial services industry to consumers.
The Institute of Financial Planning is considering the launch of several initiatives in 2007, claiming interest in its certified financial planner status is still strong.
The Chartered Insurance Institute has unveiled details of its advanced diploma in financial planning, which forms the final element in its new exam framework.
In my blog last month I tried to brew up a storm with my suggestion that neither the public nor the regulator understood the difference between independent financial advice and independent financial sales.
It seems at every turn we are faced with new evidence that the standards of financial adviser are lower than customers have a right to expect. Of course, many of the tests advisers are failing are standards imposed by regulation, rather than what the...