Insurance institute trainees to sit home-based exams
People will be able to sit tests from any quiet location where they have a live camera and microphone
CII
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CII approves St James’s Place CPD framework
Training scheme will feature face-to-face, e-learning, webinars and reading packages
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Chartered Insurance Institute opens Middle East and Africa office
There is growing demand from the region for the raising of professional standards
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SJP adviser re-evaluation ‘under review’
Refresher for financial advisers not rejected by St James’s Place
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UK financial advisers to face ‘re-evaluation’ test
The Financial Conduct Authority has teamed up with the Chartered Insurance Institute
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FCA told to engage more with professional bodies
A financial services alliance representing 200,000 global members is demanding the UK’s Financial Conduct Authority (FCA) does more to support professionalism in the industry.
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Guardian Wealth secures corporate chartered status
The UK arm of Guardian Wealth Management Group’s international business has received corporate chartered status, the company confirmed to International Adviser.
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Demand for CII pension transfer qualification soars
More than 500 people signed up to the Chartered Insurance Institute’s (CII) pension transfers qualification in the first week of its launch on the back of the Financial Conduct Authority (FCA) tightening advice requirements for the transfer of safeguarded benefits.
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Adviser defends CII qualifications against criticism
A UK adviser has defended international qualifications from the Chartered Insurance Institute (CII) against claims that they are of “no use to anyone” providing financial planning in overseas jurisdictions.
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PEOPLE MOVES: Nucleus, J Safra Sarasin, JO Hambro
Nucleus has appointed a successor to chairman Paul Bradshaw who died in January. J Safra Sarasin is targeting ultra-high net worths in Asia with a new division and managing director, while JO Hambro Capital Management prepares to bid farewell to an investment management veteran.
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Chartered institutes unite to boost financial services sector
Three financial services institutes have launched the Chartered Body Alliance to help consumers recognise the benefits of engaging with qualified professionals.
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PEOPLE MOVES: Aegon, ATS, CII, Zedra, Lombard Odier
Aegon announces the departure of its UK platform czar following its buyout of Cofunds as Alliance Trust Savings hires an ex-Prudential consultant to the newly-created role of chief operating officer. Zedra appoints a new head of its London office, while on a more tragic note Columbia Threadneedle confirms the death of global equities manager Stephen…