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Free to attend CII breakfast seminar on Accredited Body services

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These regional events will cover Gap Fill, CPD requirements and the issuing/application process for CII Statements of Professional Standing, and are open to all advisers (including non-CII members).

Following the FSA announcement that the CII has been appointed as an Accredited Body, Steve Aspinall, Director of Corporate Development at the CII, will be hosting a number of breakfast seminars across the country aimed at updating Adviser firms on what needs to be done prior to the RDR deadline for qualifications, for gap fill and the process to obtain a Statement of Professional Standing (SPS) from the CII. In addition he will cover the changes in CPD requirements and what the CII / PFS will be offering to its members both pre and post RDR.

With more than 23,000 individuals already achieving the CII Diploma in Financial Planning and a further 22,500 on their way the CII is in an excellent position to provide information relevant to you and help those attending these events with what needs to be done, by who and when. After a brief presentation there will be a Q&A session to allow everyone attending to have the opportunity to ask any remaining questions you may have.  

Furthermore, for those firms interested in improving the quality of clients and the referrals they receive, Steve will also explain the requirements and application process a firm needs to go through to be able to apply for the ‘Chartered Financial Planner Firm’ recognition, which is proving very productive for a number of firms already. 

Seminars will take place as follows all starting at 8.30am with coffee available from 8am :-

DateCityVenue
14 NovemberNewcastleHilton Newcastle Gateshead
16 NovemberManchesterRadisson Blu Manchester Airport
22 NovemberBirminghamIET
24 NovemberLondonCII, 20 Aldermanbury
29 NovemberBristolRamada Bristol City
6 DecemberEdinburghApex International

To register for this event please go to www.cii.co.uk/bookciievent

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