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Personal Finance Professional magazine
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The value of Corporate Chartered status
17th April 2024
In this episode of the podcast, we are discussing the value of Corporate Chartered status for financial planning firms and we are joined by Gary Hans, Director at AMG Wealth, and Jane Gow, Chartered Financial Planner at Clear Cut Financial Planning.
Excelling at qualifications
11th April 2024
In this episode of the podcast, we are discussing how to excel at CII qualifications.
We are joined by two of the CII’s Qualification prize winners, Hannah Green, winner of the Crawford UK Prize 2023 and The Dr Alexander Scott Prize for the Certificate in Insurance Market Specialisation, and Thomas Walker, recipient of the Worshipful Company of Insurers Prize for the Diploma in Financial Planning.
The Spring Budget 2024
14th March 2024
In this episode of the podcast, we are discussing the recent Spring Budget and the implications for the insurance and personal finance professions.
We are joined by Dr Matt Connell, Director of Policy and Public Affairs for the CII Group.
You can read our response to the budget here.
You can find the EDI report the CII contributed to here.