Inclusive Financial Planning qualification offered as part of Chartered status programme
Exclusive to St James's Place (SJP) partners and advisers, the CII qualification is designed to help SJP advisers develop a detailed and holistic understanding of vulnerable customers and their needs, and how to address them. SJP has been working with the Chartered Insurance Institute (CII) over the last two years to develop the level 6 qualification, which is being offered as part of the programme towards Chartered status. SJP said the Inclusive Financial Planning qualification will enable...
’Navigating the pandemic'
During COVID-19 pandemic
When making a life, critical illness or IP claim