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Personal Finance Society
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For those candidates outside the UK working in financial advice and insurance, or aspiring to work in both, the CII offers a dedicated study pathway which comprises existing Award qualifications and results in the completion of the Certificate in Insurance and Financial Services.
Qualification unit
This unit has been developed to help advisers develop and demonstrate their financial planning capabilities. It tests the practical application of technical knowledge and planning skills already gained, typically through previous study, thereby supporting the provision of competent and appropriat...
Qualification unit
The objective of this unit is to develop an understanding of the financial planning process when giving advice to clients.
Research | 23 Dec 2015
The CII welcomes the Government's efforts to make financial advice, in its broadest definition, accessible to all. Regardless of which service the adviser is giving, or the channel or label used, standards, training, accreditation and revalidation must be at its heart.
Research | 01 Jun 2016
The trust and confidence of consumers who use financial advice has increased by 40% since 2013, according to surveys conducted for the CII.
Research | 14 Mar 2016
On 14 March, the Treasury and FCA published their final report on the Financial Advice Market Review (FAMR), including some 28 recommendations for possible action.
Research | 16 Oct 2015
A briefing on the HM Treasury and FCA's Financial Advice Market Review.
Research | 04 Sep 2015
On 3 August, the Treasury and FCA announced that they will be undertaking "a major new review looking at how financial advice could work better for consumers"
Research | 18 Feb 2013
A consumer survey assessing awareness of the financial advice market changes, and the potential benefits of this market.
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