Cii Certificate In Financial Planning

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Adviser Profile: Brian Hill of Jones Hill -
Since then Hill, whose hobby is extreme endurance racing, has found some of the answers by pushing himself physically and mentally, and challenging conventional practice in the financial planning profession. He lives by the motto 'only dead fish go.

CII appoints Toyota's Vikram Kirloskar as Chairman for Southern region -
Prior to taking up the new role, Kirloskar served CII in various capacities, including Member, National Council and also Chairman, Global Innovation and Technology Alliance. In 2016-17, he was appointed as Deputy Chairman, CII , Southern Region.

CII tips for getting RDR-qualified
Existing advisers with ‘legacy’ qualifications, including the CII’s Diploma in Financial Planning, the Advanced Diploma in Financial Planning, or the Advanced Financial Planning Certificate (AFPC), may have to top-up their qualification with.

Adviser Profile: Andrew McLaughlin of Astute Wealth Management -
Director Andy McLaughlin prides Astute Wealth Management on its focus towards investing in young people, while ensuring they are qualified and have a pathway into financial planning . Andy and Jean McLaughlin, directors of Preston-based Astute Wealth&nbsp.

Adviser Profile: Nicola and Jennifer Ellis of Wellington Wealth -
By the time he left Close Brothers in 2012 he had retired as an adviser and begun passing his clients over to Close advisers as a succession plan . When he left Close, a client that ... 'It lets Nicola focus on the financial advice side.' Since the SEO.

CII: Professional standards collaboration is key - Money Marketing
The standards were shaped by a steering group of senior leaders from across the sector. who recognise the challenges facing consumers planning their retirement, and understand the value of taking a collaborative approach to supporting them.

FCA set to recognise new CISI pension transfer qualification -
The Financial Conduct Authority (FCA) has proposed to recognise a new pension transfer specialist qualification from the Chartered Institute for Securities & Investment (CISI). The ' Certificate in Pension Transfers and Planning Advice', which is.

Adviser Profile: Andrew and Sarah Elson of Beaufort Financial Planning -
Despite upheaval following the Honister network's collapse, Andrew and Sarah Elson's principled and personal approach has left Beaufort Financial Planning in better shape than ever. What does it take to turn a business upside down? In Andrew Elson's&nbsp.

Adviser Profile: Keri Carter of Broadway Financial Planning -
Since joining the Cotswolds-based firm as an office manager in 2001, Carter followed Pym Williamson's example by studying for the certified financial planner (CFP) accreditation, which she achieved in 2007. She went on to have many important roles at.

CII to launch new pension transfers qualification
The new Certificate provides advisers with the skills and qualifications required to operate as a pension transfer specialist. Advisers who hold the CII Diploma in Financial Planning, but not G60 or AF3, will simply need to complete AF7 in order to become.

London & Capital hires Weatherbys head of wealth -
He is qualified as both a Certified Financial Planner through the Chartered Institute for Securities & Investment (CISI) and Chartered Financial Planner through the Chartered Insurance Institute ( CII ). Experienced in managing clients who are within.

Can a professional body alliance build public trust? - Money Marketing
CII chief executive and spokesperson for the alliance Sian Fisher says: “The public are not necessarily aware they have a choice when it comes to engaging with a financial services professional, and that not all practitioners in the market are qualified.