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CII

People

Simon Glazier named Chartered Financial Planner of the Year

Carbon Financial Partners picks up the corporate award

clock 03 November 2015 •

Regulation

Personal Touch mandates top-up exam for pensions freedom advice

Adviser network Personal Touch Financial Services is requiring advisers who want to give retirement advice post pensions freedom to attain a new retirement-specific top-up exam.

clock 02 September 2015 •

Your profession

IFP-CISI deal could see launch of Level 4 financial planning qualification

A merger between the Institute of Financial Planning (IFP) and Chartered Institute for Securities & Investment (CISI) could see the launch of a QCF Level 4 financial planning qualification.

clock 14 August 2015 •

Your profession

CII removes exam on senior management qualification

The Chartered Insurance Institute (CII) has removed the requirement to sit an exam on its senior management qualification for financial planners (AF6).

clock 13 August 2015 •

Regulation

Concern as IFP confirms 'easy' route to Chartered with CISI merger

Advisers have expressed concerns over plans to permit Certified Financial Planners to add the Chartered Wealth Manager designation by taking an online ethics exam, should a proposed merger between the Institute of Financial Planning (IFP) and Chartered...

clock 11 August 2015 •

Your profession

Board member, branch chairman, award winner: IFP members on CISI merger

PA speaks to professionals at every level of the IFP membership to find out what they think about it merging with the CISI

clock 07 August 2015 •

Your profession

Lloyds Bank director elected new CII president

Director at Lloyds Banking Group Robert Fletcher has been elected as the Chartered Insurance Institute's (CII) new president.

clock 23 July 2015 •

Regulation

Pension reforms: CII considers exam for frontline provider staff

The Chartered Insurance Institute (CII) is considering launching a qualification for product providers' staff who are likely to deal with at-retirement customers.

clock 26 June 2015 •

Investing in the profession

Consolidator mandates QCF Level 6 and doubles adviser CPD

An advice firm consolidator is requiring all of its advisers to attain Chartered status, requiring Level 6 qualifications - two grades above the minimum.

clock 21 April 2015 •

Regulation

CII launches pensions freedom exam 'bridging' unit

The Chartered Insurance Institute (CII) has launched a 'bridging' exam unit in light of the pension freedoms rolled out on 6 April.

clock 08 April 2015 •
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