The Chartered Insurance Institute (CII) is to introduce a Level 4 Certificate in Paraplanning, following in the footsteps of the Institute of Financial Planning (IFP), which launched a similar qualification last year.
Available from January, the qualification will include a new exam unit (J09), which focuses on paraplanning issues, alongside the existing R01, R02 and R03 modules. The professional body is also introducing the Certificate in Discretionary Investment Management, at Level 4, under new exam unit J10. Two further modules for advisers working in and wraps and platforms (J11) and individuals operating within senior management and supervisory roles (AF6) have also been developed by the CII. Steve Jenkins, director of financial markets at the body, said: "Although we have concentrated muc...
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