theme 2 Action plan

Action 2023 Action 2024-27

Review professional standards framework for firms and individuals

Deliver revised professional standards framework

Outcome

CII and PFS professional standards for insurance and financial planning professionals continue to be acknowledged as world-leading

Build a body of evidence on the value of Chartered and publish the data

Deliver external promotional campaign based on body of evidence around the value of Chartered

Publish ‘State Of’ reports on sectoral issues and professions

Internationalise the CII Code of Ethics and Companion Guides

Increased awareness among the public and regulators on the value of receiving advice from a Chartered firm over a nonChartered firm

Institute recognised as a thought leader in the area of professional standards

Increased impact on professional standards in international jurisdictions in conjunction with the Institute’s Affiliated Institutes

Introduce mandatory Ethics CPD requirement of 3.5 hours (or 10% of 35 hours) per year

All members undertake ethics CPD on an annual basis demonstrating the importance placed on ethics and standards by the CII and the commitment made by CII members

Publish Green Finance Companion Guide

Produce a range of new Companion and Good Practice Guides that complement our Code of Ethics

Members are aware of how to address new challenges and continue to be perceived as professional leaders among their peers