Investing in the profession
CISI calls on advisers to sign up for UK Financial Planning Week
From 3 to 10 October
CII launches consultation seeking feedback on Chartered proposition
11 years since launch of three Chartered titles
Profession's collaboration 'powerful' in attracting young talent
‘Future of Advice’ student placement project
Fiducia Wealth Management becomes SIFA member
Supports more than 160 companies
SJP sees 32 complete adviser training programme
400 have graduated from academy
OMW's Financial Adviser School to offer Chartered qualification
To go live in Q3
How quality assurance can help identify vulnerable customers
Beware ‘temporary’ vulnerability
SJP adviser becomes UK's youngest Chartered financial planner
Former professional tennis player
NMBA apprenticeship scheme gains green light from SFA
Programme launches July 2017
PFS receives 300+ responses to new adviser development programme
Looking to extend the programme
NMBA applies to be government-recognised training body
Apprenticeship Standard a 'game-changer'
Grow your own paraplanner: How to take on graduates
Cathi Harrison explores the options
Three fundamental principles of financial planning
The right culture is essential...
PFS aims to grow MoneyPlan guidance service by 70%
And is urging more advisers to join
CII launches new starter life and pensions exam
Level 3 certificate develops knowledge and understanding
Robo-advice will be replaced 'within five years'
AI research will outsmart human brain
First warning of threat to planning post IFP-CISI merger
Will CISI fall at first hurdle?
SJP to exit Investment Association amid trade body cull
Not providing value for money
United front: FAMR gives every adviser the chance to fight back
The FAMR isn't just 'another review', argues Sandringham chief
SOLLA launches retirement advice standard
The Society of Later Life Advisers (SOLLA) has created an industry standard for retirement advisers.
Customer-centric: What financial services can learn from retail
What financial services can learn from retail
How to make flexible working a reality in your practice
Can flexible working 'work' for advisers?
It's not easy being an adviser (but why should it be?)
It’s not easy being an adviser (but why should it be?)
Consolidator mandates QCF Level 6 and doubles adviser CPD
An advice firm consolidator is requiring all of its advisers to attain Chartered status, requiring Level 6 qualifications - two grades above the minimum.
