The Chartered Insurance Institute (CII) has launched its qualifications brochure for 2024, which lists the learning opportunities and assessments available to financial planners.
The qualifications brochure is also targeted at professionals in the insurance industry and mortgage advice professionals.
The CII said its qualifications are designed for both new starters to financial planning and insurance and those wishing to professionally grow.
According to the CII, its qualifications enable career development on a global scale and offer flexibility so those taking the course can “select units that meet the needs of their current role or future career aspirations”.
The CII has focused on technical training workshops in 2024. These, it said, are designed to “develop participant understanding of key topics from introductory level to specialist fields of expertise”.
Additionally, the professional body offers a range of revision courses designed to “promote success” in CII assessments.
CII chief customer officer Gill White said: “We are very pleased to have launched our 2024 qualifications brochure.
“The CII Group prides itself on continuously delivering the highest quality learning, offering those working within the insurance and personal finance sectors the tools to advance their skills, knowledge and professionalism.”
Recently (4 October 2023), the Personal Finance Society (PFS) and CII launched a Consumer Duty digital learning suite to help its members comply with the Financial Conduct Authority’s rules.
The suite was developed with financial service experts and includes new courses and offers a “diagnostic tool that provides practical insights and development strategies tailored to individual business needs.”
In September, the PFS and CII also launched an environmental, social and governance (ESG) short course for financial advisers.
The ‘Spotlight: ESG and Sustainable Investment Advice’ course will help finance professionals to incorporate sustainable investment advice.
Additionally, the course supports advisers in their implementation of the Consumer Duty “by helping to cater to the sustainable and ethical preferences of clients and therefore achieving good outcomes.”
The course has been introduced in response to greater scrutiny from regulators and increased interest from clients about sustainable investments.
