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CII set to bring in modular diploma from 2006

The Chartered Insurance Institute is introducing a new diploma in financial planning in 2006 as part of its phased replacement of the AFPC with a new modular system.

The changes, eight years after the last review of the AFPC, will reflect changes in the regulatory and distribution landscape.

Seven new units will be added including personal tax, trusts, the tax and legal aspects of business, pension funding and income options, investment principles, markets and environments and supervision in a regulated environment.

The Personal Finance Society is also preparing to promote financial advice to the public, benefiting from the CII’s newly established chartered status.

The PFS says it plans to use its website to push the benefits of financial advice and is putting together literature for advisers to give to clients.

CII group public affairs director John Ellis says: “We are expecting increased take-up. The thing that has switched advisers on is the chartered status.

“This more modular approach makes things easier for advisers because they can do exams in smaller chunks.

“We have not done this to deliberately trump any other organisations but we have a more expansive range of qualifications than anyone else.”


Professional touch

The IFP ran its first regional conference in Scotland on November 1.

Medicash making corporate push with team of 18

Medicash has recruited a new 18-strong salesforce to capitalise on opportunities in corporate healthcare plans. The not-for-profit health insurance team includes 13 sales managers and five sales- support representatives. The areas sales managers promote and sell Medicash reward and first to business plans to give employees the tools with which to keep themselves healthy. The […]

N&P says cost of recording advice is too expensive

Norwich & Peterborough Building Society says recording conversations with customers could protect the wider interests of members but the costs are too high. The society has been looking at the cost benefits of recording meetings in branches as a means of fulfilling regula- tory obligations. Chief executive Matthew Bullock believes this may be the best […]

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