CII opens business owner-focussed adviser leadership programme

Topics covered include exit planning, recruitment and scalability

Hope William-Smith
clock • 1 min read

A leadership-focussed training programme for advisers designed to provide a methodology for business growth has been announced by the Chartered Insurance Institute (CII).

The institute's ‘Building a World Class Advisory Practice' programme will inform on a variety of business topics including clarity and opportunity, profitability, and new client acquisition. The programme will also cover efficiency, scalability and stability topics for advice firms, as well as how to acquire new assets, build professional connections, and determine exit value. The CII said the programme "incorporates a variety of techniques to deliver increased strength and value in a UK advisory business" and also has an "added focus on alignment with the Financial Conduct Authority'...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your Business

Finding signal in the noise: How AI can drive greater personalisation

Finding signal in the noise: How AI can drive greater personalisation

AI is not a threat - rather a critical way for adviser firms to grow

Sneha Shah
clock 08 May 2024 • 4 min read
Turning business aggregators into consolidators

Turning business aggregators into consolidators

Tech lies at the heart of improving outcomes and services for clients

Alex Cowan-Sanluis
clock 07 May 2024 • 4 min read
Are your client meetings online or in person? You told us…

Are your client meetings online or in person? You told us…

‘Clients may choose Teams even if face to face happens every two years or so’

Isabel Baxter
clock 07 May 2024 • 1 min read