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Press Release

CII launches new level 4 qualifications

12 December 2011

The Chartered Insurance Institute (CII) has outlined a series of new qualifications aimed at supporting specialists working with the financial planning sector.

The new level 4 Certificate in Paraplanning will include a new exam unit (J09) and will be available in January next year, though potential candidates can pre-enroll now.

Similarly the new Certificate in Discretionary Investment Management is level 4 and will include a new exam unit (J10).

Additionally the CII has announced two further new exam units. These have been developed specifically for advisers working in and wraps and platforms (J11) and individuals operating within senior management and supervisory roles (AF6).

The introduction of the new exam units acknowledges the diversity of roles and responsibilities within the financial services sector and provides a relevant and in-depth learning pathway for those employed in more specialist function.

Steve Jenkins, director of financial markets at the CII, said, “Although we have concentrated much of our recent efforts in supporting advisers as they seek to meet the challenges of the RDR we continue to work with practitioners to ensure our qualifications and exams reflect the needs of the profession.

“We are able to call upon the knowledge and expertise of over 2500 Chartered financial planners. Uniquely this has allowed us to consult widely with a range of market practitioners and to take a collaborative approach to the development of the new exam units. By involving existing practitioners in the creation of our qualifications candidates can be assured that the new units are relevant to their career development”.

The new units will be launched in 2012 but in the meantime potential candidates can find out more at www.cii.co.uk/qualifications



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Chartered Insurance Institute

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