6 Advisers Advisers Financial education Emmelia Powell: Should exams matter in financial planning?By Emmelia Powell When I first entered the financial services industry, I set myself a…
Advisers Advisers Business Financial Adviser 2B: Should aspiring advisers consider self-funding for Level 4 exams?By Amanda Newman Smith Self-funding enables people to be in control of their learning and career…
3 Advisers Advisers Business LIBF revamps financial advice diploma to make it ‘on demand’By Lois Vallely The London Institute of Banking and Finance (LIBF) has revamped its level…
12 Business Advisers Business Victoria Ross: Professional qualifications aren’t up to scratch for the modern worldBy Victoria Ross More than one in five retail investment clients do not think their…
5 Behind the Headlines Advisers Behind the Headlines: Does the CII’s experience-based strategy ‘undermine the profession’?By Lois Vallely The Chartered Insurance Institute (CII) has had advisers up in arms with…
AIC unveils investment company qualification for advisersBy Darius McQuaid The Association of Investment Companies (AIC) has launched a study programme to…
Pensions Advisers Pensions Catriona Standingford: CII J05 exam in focusBy Catriona Standingford A deep dive into J05 to get you exam ready
1 Advisers Advisers Business Pensions Catriona Standingford: The CII R04 Exam is a tricky one!By Catriona Standingford The R04 exams are notoriously difficult, but how can aspiring advisers best…
2 Advisers Advisers Business Financial education Investments Pensions Wealth management SJP mulls further qualification partnerships following MBABy Lois Vallely St James’s Place (SJP) has said it has further partnerships with education…
Advisers Advisers Business Financial education SJP and Gloucestershire Uni team up for financial planning MBABy Lois Vallely St James’s Place (SJP) and the University of Gloucestershire have partnered to…
Business Advisers Business Michelle Hoskin: ‘Fit’ for purpose!By Michelle Hoskin Hiring someone who can do the job is one thing, but finding…
Advisers Advisers Business Regulation FA2B: What happens after qualifying to Level 4?By Amanda Newman Smith Level 4 qualification is an achievement to be proud of but it…