An update on our work in Europe
We continue to work in a number of countries across Europe, where this year we have seen particular
interest in and take-up of our UK regulatory exams. This reflects practitioners’ need for
relevant qualifications post-Brexit, as well as the quality and depth of our content coverage.
The ongoing impact of Covid restrictions across the continent has constrained the capacity for travel
and in-person events, although we have been pleased to run a number of virtual events for members.
We are particularly grateful for the ongoing support of our National Advisory Councils in Gibraltar,
Switzerland and Cyprus, who provide valuable local expertise and advice to help maintain an
interesting, up-to-date and relevant offer for our European members.
We have continued to build strong relationships with our academic partners, including: the
IÉSEG School of Management in France; the International Management School Geneva; Riga
University in Romania; and the University of Central Lancashire, Cyprus campus. We were delighted to
sign a Memorandum of Understanding in June 2021 with our first academic partner in Poland, Poznan
University of Economics and Business (PUEB). This offers PUEB students the opportunity to complement
their academic qualifications with a CISI vocational qualification, giving them a competitive edge
in the global financial services market.
Following the launch of the Insurance Distribution Directive (IDD) we produced a CISI IDD assessment
for our Spanish candidates, which allows professionals to comply with the requirements of the IDD.
Subsequent to the implementation of the IDD by the Spanish regulator, we launched this to the
Spanish market and in September 2021 our Bilbao training partner FIKAI Finance School trained a
cohort from Credendo, the European credit insurance group, on the module.
We have also developed our presence in Latin America from our Spanish office, and have been pleased
to begin a number of new partnerships in the region. Our long-standing training partner IFA has
agreed to offer elearning and virtual training courses in Latin America in collaboration with a
local partner, Vertice Business School, with offices in Colombia and Ecuador. In December 2021 we
accredited INTEFI in Valencia, which will offer Spanish and Latin American practitioners access to
our wealth management exams, and in February 2022 we signed an MoU with Grupo BVL Bursen in Peru to
promote our wealth management and introductory qualifications.