Welcome to the Standards International news hub! Learn more about what we do and meet some of our amazing clients and collaborators through blog entries, press articles, videos, podcasts, case studies, tips, tricks and much more!
Following an amazing number of sign-ups from the UK, Australia and New Zealand, we are thrilled to announce we have awarded our very first candidate the new accolade of Financial Abuse Specialist™ – Certified.
Michelle Boakes, a UK-based financial planner, is the first person to successfully complete the final assessment process following the online learning provided by the course platform. A true champion for awareness of this significant topic, she has also contributed some valuable bonus content to the course detailing her own personal experience of financial abuse.
We couldn’t be more proud to welcome Michelle into our certified family!
Learn more about the course and how to apply via our dedicated website page.
We’re proud to announce the launch of a new, global certification initiative to raise awareness of, educate around and recognise excellence in the handling of cases of suspected financial abuse.
Created in partnership with Amanda Cassar, global ambassador for financial abuse, this all-new online learning and assessment course consists of a combination of subject reading, links to additional resource materials and a series of powerful video case studies.
Check out some press articles outlining the launch of the course below:
Learn more about the course and apply via our dedicated website page.
We’re delighted to have passed our ISO 9001 recertification assessment with BSI, receiving two ‘Opportunities for Improvement’ – which we can’t wait to act upon!
Towards the end of 2019 we collaborated with Professional Paraplanner on articles, together with being mentioned by them in other pieces. A collection of links to these is shown below:
And we are thrilled to kick-start 2020 with another exciting announcement!…:
We’re super excited to announce Intelliflo’s Intelligent Office practice management system has been awarded ‘Approved Associate System’ status in relation to the ISO22222 standard and The Paraplanner Standard™. This is the first time ‘Approved Associate System’ status has been awarded to a technology-based system and it recognises the contribution Intelligent Office makes to planners and paraplanners striving to achieve high standards of best practice.
Michelle Hoskin, founder of Standards International, comments:
“We carried out detailed analysis of Intelligent Office to see how it measured up in supporting individuals seeking to achieve certification to our standards. We were extremely impressed at how planners and paraplanners who fully utilise the functionality of, and tools within, the system can demonstrate reaching the high standards demanded of both ISO22222 and The Paraplanner Standard™. It is a massive achievement for Intelligent Office to be awarded ‘Approved Associate System’ status and it is the first practice management system to do so. Others should watch what Intelliflo is doing with a close eye as they are clear leaders in this area, both within the UK and abroad.”
For further details, read the Intelligent Office press release here.
First paraplanner to achieve The Paraplanner Standard™
In July 2019 Reece Edwards of Nottingham-based Hampshire Hill Group became the first person to achieve Certified International Professional Paraplanner™ (CIPP) status and we couldn’t be more proud!
In Reece’s own words:
‘Being the first paraplanner to be certified is a huge honour and an achievement I am very proud of. On a personal level, it has given me, as a Paraplanner, something to work towards each year in order to continue to improve. This is something I have felt has been missing within the Paraplanning community for some time. As time goes on, I feel like Paraplanners are going to become more and more important within financial services and would love to see more and more employers give their support to their paraplanners, as Hampshire Hill has done for me. In all honesty, the assessment itself with Michelle and Andrew was an enjoyable experience and the feedback given was constructive and helpful. Working within a firm with BS8577 and with 4 investment advisers with ISO 22222 gave me a huge “leg-up” in terms having processes in place in order to achieve the standard but the support I have been given from the firm has been invaluable and now I look forward to progressing and improving through my long (very long!) career.’
Read more about Reece’s appreciation for the standard and his experience of the assessment process in Professional Paraplanner.