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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.
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.
News items | 10 Sep 2013
The Financial Conduct Authority recently updated its 'appropriate qualifications' list for advising on and dealing in securities, to now include the CII Diploma in Financial Planning plus CII unit (J12) Securities advice and dealing.
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.
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