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Investing in the profession

Investing in the profession

CII appoints corporate development boss

The Chartered Insurance Institute (CII) has appointed Graeme Sutton as director of corporate development.

clock 11 July 2011 •

Investing in the profession

Diary of a wannabe adviser

Lewis Benson is the new blood everyone keeps saying the advice space needs. He is 20, a degree student, and he really wants to be an independent financial adviser. Follow Lewis on his journey from wannabe to winner on IFAonline.co.uk...

clock 07 July 2011 •

Regulation

Video: Why it is important to log your CPD activity

Watch our latest interview with the CII about your gap fill needs in the run-up to RDR, and your CPD requirements after it.

clock 07 July 2011 •

Investing in the profession

RDR gap fill test: Understanding the main investment theories

Congratulations, reader, for completing our RDR gap fill article on the main investment theories.

clock 07 July 2011 •

Investing in the profession

Income drawdown: Why flexibility is more important than ever

Iain Herbertson, managing director of City Trustees, explains the benefits of flexible drawdown.

clock 07 July 2011 •

RDR

How to satisfy a data-hungry regulator

Perspective Financial's Julie Hepworth outlines how firms can satisfy a regulator growing hungrier and hungrier for firms' sales data...

clock 07 July 2011 •

RDR

Gap fill: Understanding investment theories

In the latest in our exclusive series of gap fill articles helping you prepare for RDR, Jackie Lockie covers everything you need to know about the main investment theories…

clock 07 July 2011 • 14 min read

Investing in the profession

The IFP's ten questions for consumers to ask a planner

The Institute of Financial Planning (IFP) has put together a list of ten questions it recommends all consumers ask a financial planner before they agree to do business with them...

clock 06 July 2011 •

PMI

AMII calls for more to take IF7 exam

The Association of Medical Insurance Intermediaries (AMII) has announced excellent results for the AMII/CII IF7 Healthcare Products Exam and called for more advisers to take it.

clock 01 July 2011 •

Investing in the profession

Gap fill: Are you on track?

As the CII is placed on the FSA's provisional list of accredited bodies, Steve Aspinall, director of corporate development, takes advisers through a checklist of the key points they need to know…

clock 01 July 2011 •
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