Tools & advice
Financial planning helps people
organise their money to achieve long term goals
We all need to manage our money
Find out about some of the areas of financial planning and the career pathways available.
Join the Chartered Insurance Institute (CII) or Personal Finance Society (PFS) to have the advantage of inside knowledge and connections to improve your chances.
So, you've taken a look through the site and seen the variety of the fortunes profession and you like what you see. How about those who work in it?
More content coming soon on the CII talent website
Get your career off the ground
Join for free
Membership will give you access to a range of valuable career support services, all designed to kick-start your career in risk or wealth management.
Globally-recognised professional qualifications and free membership make to build your knowledge and networks.
Travel, Lifestyle and Business Perks available Chartered Insurance Institute and Personal Finance Society Members.
Member-only online access to sector reports, research and publications.