The Personal Finance Society and CII have made a number of changes to events and exams to help members and staff during the Coronavirus outbreak.
The PFS has cancelled the following events:
- Remaining Q1 Regional Conferences (March)
- Q2 Regional Conferences (24th March-4th June)
- Remaining SMP Mortgage & Protection Roadshows (March/April)
- Purely Paraplanning Conferences (April/May)
- Chartered Breakfasts (April/May)
The PFS says over the coming months it will provide members with ‘good practice’ guidance and digital CPD content, including:
- Specific guidance relevant to clients and markets
- Regulatory updates
- Event recordings
- Digital CPD materials
Parent organisation the CII has also cancelled April examinations:
The Chartered Insurance Institute has postponed its April written examination sittings due on 20, 21 and 22 April.These have been moved to October.
The exceptions are RO6 (Financial Planning practice) and AF7 (Pension transfers) due to be held in July. The CII will be confirming changes with each candidate of these in due course.
The CII says that multiple choice question online examinations will go ahead at pre-booked centres as there are fewer than 25 candidates at each sitting.
Any candidate with concerns or self-isolating at the time of their sitting can contact customer services at This email address is being protected from spambots. You need JavaScript enabled to view it. to rebook at no additional cost.
The PFS and CII have also recommended members develop and share a coronavirus contingency plan with clients and staff.
Firms should consider key areas such as an agreed approach for elderly clients on social distancing. They should also consider how to deal with market volatility and business continuity as well as non-face to face engagement with clients.
More details are on the CII / PFS websites.
The Personal Finance Society and Chartered Insurance Institute themselves are following the government’s guidance on working from home in London with most staff no working from home in the capital.