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CII and Sofa on a new road

The Chartered Insurance Institute and its financial services arm, the Society of Financial Advisers, is going on a UK-wide roadshow to tell members about recent changes.

Over the past few months, the CII has been consulting with members and industry figures in a bid to sharpen its focus and expand its services.

The roadshow led by CII director general Sandy Scott started in London last week and visited Manchester this week, Bristol on July 17, Southampton on July 19 and Glasgow on September 4.

The roadshow will outline the introduction of the Foundation Insurance Test to provide a basic level of competence for people working in the general insurance industry.

The CII has also launched internet learning for members, created the K10 retirement options and K20 pensions and investment options qualifications and introduced the title of Chartered Insurance Broker.

It says it has reviewed its strategy on the life industry and is helping providers get their back-office staff trained to a higher level to meet regulatory requirements being introduced next year.

Scott says: “We are re-engineering the CII to make it more dynamic, more proactive and more relevant to the needs of our members. Now we are going out to meet them to get our message across.”


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