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Important information - Upcoming maintenance: The CII will be undertaking work on our IT systems throughout the entire weekend of 12-14 October, as part of our strategy to better support our members and customers. The work will mean that during this time there will be no access to the CII/PFS/SMP websites and learners will be unable to take exams, access RevisionMate, or make purchases on these days. We have spoken to all those who have booked to sit an exam on these days to advise them of what action they need to take. We apologise for any inconvenience caused.

Client facing resources

Associate Firm

Use the resources below to highlight why your clients benefit from working with an Associate Firm. They're a great way to demonstrate the benefits of being an Associate Firm and the eight core principles your business is aligned to.

 

 

Client facing videos

Available to download or share, these short animated videos provide a simple explanation to your clients of the benefits of working with a qualified member of the SMP.

Leaflet

Use this one page flyer (PDF) to communicate about Associate Firm and its eight core principles with both clients and employees.

PowerPoint Slide

Use this Powerpoint Slide (PPTX) to communicate about Associate Firm and its eight core principles with both clients and employees.