The CII financial services qualifications framework addresses the Financial Services Authority (FSA) regulatory examination requirements and, where relevant, the appropriate examination standards of the Financial Services Skills Council (FSSC), including those recently introduced as a consequence of the Retail Distribution Review (RDR).

The framework provides the most comprehensive learning and competence programme in the market. It is designed to enable advisers and those in related roles to develop the skills and understanding required to meet regulatory requirements and to achieve commercial success. Specific qualifications within the framework are designed for financial advisers and mortgage advisers. In both cases, options exist for those seeking to develop their knowledge beyond the basic regulatory requirement. There are also dedicated qualifications for life and pensions administrators and options for the many other individuals in related roles throughout the financial services industry.