Youngest ever financial adviser gains fellowship with UK’s PFS
The UK’s Personal Finance Society has named a London-based 22-year-old financial adviser as its youngest ever to obtain one of its fellowships.
CII
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Old Mutual Wealth and CII launch adviser academy
Old Mutual Wealth has partnered with the Chartered Insurance Institute (CII) to launch an Investment Academy, designed to help advisers meet new CII criteria.
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New pension transfers qualification launched by the CII
The UK’s Chartered Insurance Institute (CII) has launched a new pension transfers qualification to support those seeking to provide specialist advice, both domestically and internationally.
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Easier for UK advice firms to get corporate chartered status
UK financial advice firms applying for corporate chartered financial planner status from the Chartered Insurance Institute (CII) can face an easier time than their overseas counterparts.
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Can expats believe in chartered financial planning firms?
We all know that people matter when it comes to business success, says James Pearcy-Caldwell, co-founder of financial planning firm Aisa.
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DeVere UK attains chartered financial planner status
DeVere United Kingdom has been awarded corporate chartered financial planner status by the UK’s Chartered Insurance Institute (CII).
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UK’s CII launches life and pensions exam for new starters
The UK’s Chartered Insurance Institute (CII), a leading professional organisation for the insurance and financial services sector, has launched a new life and pensions qualification aimed at people starting out in the financial services industry.
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cii introduces three new qualifications for
The Chartered Insurance Institute has introduced three new “international-only” qualifications for financial advisers, as it seeks to provide a bigger service for globally mobile IFAs.
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CII loses advisers’ exam papers
The Chartered Insurance Institute has admitted losing a set of exam papers.
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Taking the UK model to the rest of the world
“There is universal acceptance of the value of UK qualifications and the importance of raising professional standards,” according to Keith Richards of the Personal Financial Society.