Cookies on the PFS website

By using and browsing the PFS website, you consent to cookies being used in accordance with our policy. If you do not consent, you are always free to disable cookies if your browser permits, although doing so may interfere with your use of some of our sites or services. Find out more »

Personal Finance Society
Recently added to my basket
 
Sorry but there was an error adding this to your basket. Please try adding it again
 

Qualification
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.
01 Jun 2012
Pathways consists of a Recruitment Guide, Careers Guide, Trainee Guide and a Manager's Guide, which provide a defined training pathway to take a financial novice through to Chartered Financial Planner. They cover the skills that are required, the knowledge needed and the professional qualif...
Technical articles | 01 Jun 2006
The CII privdes examinations and designations that are respected throughout the financial services sector.  This article explains what is on offer and points the way along.  The benefits of qualifications and designations are well known.  They signify commitment, endeavour an...
Lectures | 01 Jan 2002
The value of qualifications to the London market. Lecture delivered by Dr Sandy Scott (Director General, The Chartered Insurance Institute) on 22 January 2002.
Technical articles | 05 May 2017
The Society's recent survey found 61% of members supported a standalone lifetime mortgage qualification for pensions and investment advisers so they could sell such products without having full mortgage qualifications.
Technical articles | 13 Dec 2012
In the second of a new series of articles for paraplanners, Tom Cox discusses one of the latest additions to the CII financial services qualifications framework,  designed specifically for paraplanners.
15 Nov 2012
The Chartered Insurance Institute (CII) has outlined a series of new qualifications aimed at supporting specialists working with the financial planning sector.
30 Apr 2012
We encourage all members to be qualified at the appropriate level for their role and to consider further qualification to extend and develop their knowledge and careers.
01 Sep 2011
This document clarifies some of these issues and answers some of the transitional questions that you may have and provides detail around the final rules set out in the FSA's PS 11/1 Distribution of retail investments: Delivering the RDR - professionalism.
 
« Previous

Only show:

Search by date: