CII Lays Out Future Strategy

The report, which can be found here www.ciigroup.org/en/shaping-the-future/, shows how the CII has listened, learned, and responded to the feedback received via the Shaping the future together consultation, which gave members and other key stakeholders the opportunity to share their views on how the 125-year-old professional body can best meet their needs and the organisation’s Royal Charter requirement to raise public trust in the power of insurance and financial planning.

Proposals to introduce streamlined qualifications, modern assessment methods and the introduction of behavioural content received widespread support from those responding to the consultation so in the next 12 months the CII will:

• Pilot changes to the assessment method for the R06 Financial Planning Practice qualification.
• Pilot changes to the way qualifications are delivered, with a digital qualification format to be offered for international qualifications.
• Launch the Professional Map, an interactive tool that allows professionals and employers to self-assess knowledge and skills gaps and find ways to fill them.
• Engage with practitioner advisory groups to design qualification structures for the future evolution of the Professional Map.

The report concludes the next 12-months of work will provide a strong framework for the development of the CII’s next five-year strategy, which will be published in early 2023.

Jonathan Clark, who will step down as interim CEO of the CII next month when Alan Vallance joins the professional body, said: “I firmly believe our future success will continue to be down to the way we come together – as we have done in the past – to understand and meet the needs of insurance and financial planning professionals for strong value propositions that enable their development.”