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Personal Finance Society
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Research | 01 Oct 2011
Back in 2009 we published our first paper in professionalism which examined the meaning of professionalism, the evolution of the professions, key challenges, and our vision for the future of professionalism. This latest paper, 21st century professionalism revisited updates these, taking in...
CII Library | Article | Published 16-05-2013
The new regulator, the Financial Conduct Authority, is cracking down on practices that can lead to mis-selling. It aims to restore customers' faith in the insurance sector following PPI complaints, but is the approach itself realistic, fair and likely to benefit the sector in the long term?
CII Library | Article | Published 15-03-2012
 With capital continuing to pour into Asia, talent and professionalism is an issue - one that the Chartered Insurance Institute is well-placed to tacklePublished in: Post magazine, 15 March 2012, pp 22-23
CII Library | Article | Published 19-11-2015
In the final part of a five-part series covering the results of Post's latest State of the Nation survey, Mairi MacDonald reports how our insurance CEOs view relationships with brokers, professionalism in the sector and the importance of diversity for the future.
Technical articles | 01 Jan 2010
In December the FSA issued CP09/31, its latest paper on the Retail Distribution Review, bringing a mixed response from the advice sector.  The Personal Finance Society has issued an initial response to the Financial Service Authority's consultation paper (CP09/31), Delivering the Retai...
Technical articles | 01 Dec 2008
A sthe CII and the Australian and New Zealand Institute os Insurance and Finance prepare to join forces, former CII president, the right hon Lord Hunt of Wirral MBE explains why the world needs a step-change in levels of professionalism in the financial services sector
Technical articles | 01 Aug 2007
Adherence to standards will enable financial advisers to achieve parity with other professions, says Elliot Lane.  The financial advice sector has embarked on a journey - a journey towards recognised professionalism.  There is a growing desire amongst advisers to attain profession...
Technical articles | 01 Jan 2007
Complete professionalism requires advisers to develop person and business skills alongside the technical knowledge.  Kevin Pratt reports.  Professional footballers rely on ball control, passing accuracy, tackling, an ability to read the game.  But this is only part of their m...
News items | 01 Mar 2017
Three leading Chartered Professional Bodies have joined forces to enhance and sustain the level of professionalism and trust in the financial services sector.
 
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