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CII launches new categories at awards

The Chartered Insurance Institute (CII) has announced an overhaul to its annual awards which celebrate talent at its local institutes and standards of excellence among its global membership.

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Chartered Status For Sheffield Financial Planner

A Paraplanner who works at wealth management and financial advice firm, Russell Ulyatt Financial Services, has become a Chartered Financial Planner.

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Chloe Moran: Daily stresses of a Paraplanner

Financial Planning is a relatively unknown career path, and Paraplanning within that is even less well known. 

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Chloe Moran: Achieving Chartered status without a breakdown

I remember the first exam I passed towards achieving Chartered status, R02 Investment Principles and Risk, February 2014. Five years later and I’ve finally achieved Chartered status – something which feels like it has taken forever.

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