Highest Professional Standards

We will set and uphold the highest professional standards relevant to insurance and financial planning, providing the ongoing knowledge required for our members to be able to confidently meet those standards and serve their clients. We will showcase excellence across our sectors, and champion the good practice that exists within our member communities. We will hold those who do not meet expected professional standards to account to maintain public and member trust, spotlighting conduct which does not meet the exacting standards we have set. Our professional standards will continue to be seen as world‑class and we will play the lead role in developing and setting global practice standards for our sectors, directly and in collaboration with our 31 International Affiliated Institutes.

Professionals work in uniquely challenging environments. Having chosen to pursue careers where they are regarded as especially qualified, they are subject to high expectations of ethics and conduct and hold positions of public trust. CII and PFS members go above and beyond the regulatory minimum by striving for professional excellence and by committing to uphold the CII Code of Ethics. They demonstrate competence by undertaking an annual minimum of 35 hours

Continuing Professional Development (CPD) and, through membership of the CII and PFS, sign-up to a process which holds them to account should these exacting standards not be met. All retail investment advisers will also be issued with their Statement of Professional Standing (SPS).

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