by group
Banking is a world of contrasts; tradition and innovation, risk and sustainability, globalisation and niche marketing all compete in any of the larger institutions that make up the financial community.
Recent economic events have put this sector into the public focus more than ever before. At the same time, the regulator has been conducting its Retail Distribution Review (RDR), the biggest such review of the financial service sector for twenty years.
In this dynamic environment, what can the banks do to ensure their wealth managers and bank advisers continue to walk on the right side of the line between success and failure?
The CII welcomes wealth managers and bank advisers into its professional community. All members are required to follow our Code of Ethics and all qualified members must follow a programme of Continuing Professional Development (CPD) to help them to keep their knowledge up to date and raise the standards of the industry as a whole.
By supporting bank advisers through the qualification requirements of the RDR, continuing professional development and the issuing of statements of professional standing (SPS), membership of the CII will provide a structured way to enable everyone to maintain professional standards and secure the trust and confidence of the public.
Bank advisers have access to a growing range of online technical reports, articles, market data, podcasts and video, covering the core topic areas of:
| Protection | Retirement | Investment | Savings |
| Mortgages | Taxation | Regulation | RDR |
|
|||||||||||||||||||||||||||||||||
 The CII’s Claims Faculty encourages and promotes progression to qualified status and the maintenance of good practice, the highest standards of competence, expertise and professionalism for staff at all levels of experience. This website provides members with a host of relevant and timely information in a range of formats, covering high level research, technical and legal developments, through to topical debates and seminars – all designed to keep you up to date with your chosen area of expertise. |
|
Know your Faculty Board |
|
|
Tony Emms |
Each faculty is directed by a board of key market practitioners whose role is to provide advice, technical expertise, access to key personnel and advocacy of the CII’s professional agenda. Have your say
|
 The CII’s Insurance Broking Faculty encourages and promotes progression to qualified status and the maintenance of good practice, the highest standards of competence, expertise and professionalism for staff at all levels of experience. This website provides members with a host of relevant and timely information in a range of formats, covering high level research, technical and legal developments, through to topical debates and seminars – all designed to keep you up to date with your chosen area of expertise. |
|
Know your Faculty Board |
|
|
|
Each faculty is directed by a board of key market practitioners whose role is to provide advice, technical expertise, access to key personnel and advocacy of the CII’s professional agenda. Have your say
|
| Stuart Reid Chief Executive, Bluefin Insurance Broking Faculty Chair |
|
| The Insurance Institute of London (IIL) aims to raise the levels of professional knowledge of those working in insurance in London and assists members in their career development and supports the role and work of the CII. IIL achieves its objectives through its lecture and visits programmes, its journal and its research studies scheme. For full details of the IIL programme of events, go to www.iilondon.co.uk | ||
 |
Martin South CEO, Marsh President, Insurance Institute of London 2011-12 |
|
| Accident Aviation Financial services International Lloyd’s issues Marine Market Issues |
Property Property Investors Reinsurance Revision IIL & RICS joint lectures IIL & LBIA joint lectures |
|
6 March 2012: We have experienced some issues when streaming videos. This should now be resolved, but if you do experience any difficulties, please email knowledge@cii.co.uk. Please be aware that some videos will take about 20 seconds to load.
The CII’s Life and Pensions Faculty encourages and promotes progression to qualified status and the maintenance of good practice, the highest standards of competence, expertise and professionalism for staff at all levels of experience. This website provides members with a host of relevant and timely information in a range of formats, covering high level research, technical and legal developments, through to topical debates and seminars – all designed to keep you up to date with your chosen area of expertise. |
|
Know your Faculty Board |
|
|
|
Each faculty is directed by a board of key market practitioners whose role is to provide advice, technical expertise, access to key personnel and advocacy of the CII’s professional agenda. Have your say
|
| Robert Fletcher, Bancassurance Director, Scottish Widows Life and Pensions Faculty Chair |
|
The London market, which includes Lloyd’s, handles some of the world’s largest and most complex risks, and is a sector undergoing rapid change. This continuous evolution requires the most relevant and up to date information to be relayed to its users, in order to ensure optimum efficiency in this fast paced market.
The CII’s London Market Faculty encourages and promotes progression to qualified status and the maintenance of good practice, the highest standards of competence, expertise and professionalism for staff at all levels of experience. This website provides members with a host of relevant and timely information in a range of formats, covering high level research, technical and legal developments, through to topical debates and seminars – all designed to keep you up to date with your chosen area of expertise .
The Chartered Insurance Institute is committed to enhancing the reputation and standing of the insurance and financial services sector – in the eyes of opinion formers and the public – as well as ensuring that members are kept up to date on key developments impacting the sector. To support these objectives Policy and Public Affairs produce material for a number of different purposes covering a wide range of subjects including UK and European regulation, industry developments, legislation and regular public affairs updates.
From this page, users are able to see all of the most recent articles published by the Policy and Public Affairs section, and search for resources relevant to the department.
For further information on events and seminars being run by this faculty, please visit the Policy and Public Affairs page on the main CII website, using the following link –
http://www.cii.co.uk/pages/research/policy.aspx
A mortgage is usually the largest financial commitment a person makes in their entire life. Its importance cannot be overstated. Those working in the mortgage market carry a deep responsibility to ensure the advice and service they offer is out of the top drawer. Due to its importance, the market is extremely competitive. Whether you operate as a lender or as an intermediary, it is vital to your business success that you are able to offer your clients the most professional and knowledgeable standard of service.
The Society of Mortgage Professionals is a specialist division within the CII that focuses on the delivery of products and services for the mortgage industry. It was established by The Chartered Insurance Institute to provide the knowledge and tools to enable its members to continue to meet the highest standards and also to provide recognition for individuals who are able to demonstrate their knowledge.
From this page, users are able to see all of the most recent articles published by the CII, and search for resources relevant to mortgages.
For further information on events and seminars being run by this society, please visit the Society of Mortgage Professionals page on the main CII website, using the following link –
http://www.cii.co.uk/mortgages/faculties_societies/smp.aspx
The Personal Finance Society is the professional body for the financial advisory profession in the UK. They take an active role in setting standards of professionalism and their 27,000 members commit to the highest standards of professionalism by keeping their technical knowledge up to date and by adhering to a respected code of ethics.
Their mission is to lead the financial advice community towards higher levels of professionalism, exhibited through ethical and behavioural standards, interpersonal and business skills and technical knowledge – achieving this goal through a wide programme of activities, including advocacy, guidance, publications and related tools, training and educational events, all to the ultimate benefit of the profession and the consumer alike.
From this page, users are able to see all of the most recent articles published by the Personal Finance Society, and search for resources relevant to the financial services market.
For further information on events and seminars being run by this society, please visit the Personal Finance Society website, using the following link –
http://www.thepfs.org/pfs.aspx
The CII’s Underwriting Faculty encourages and promotes progression to qualified status and the maintenance of good practice, the highest standards of competence, expertise and professionalism for staff at all levels of experience. This website provides members with a host of relevant and timely information in a range of formats, covering high level research, technical and legal developments, through to topical debates and seminars – all designed to keep you up to date with your chosen area of expertise. |
|
Know your Faculty Board |
|
|
|
Each faculty is directed by a board of key market practitioners whose role is to provide advice, technical expertise, access to key personnel and advocacy of the CII’s professional agenda. Have your say
|
| David Williams, FCII Director of underwriting and claims, Axa Commercial Underwriting Faculty Chair |
|
