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Investing in the profession

Investing in the profession

Professional Adviser launches 'Investing in the Profession'

Professional Adviser, supported by the Chartered Insurance Institute, today launches a new initiative to help advisers achieve and maintain the highest levels of professionalism.

clock 15 April 2011 •

Investing in the profession

CISI launches video CPD service

The Chartered Institute for Securities & Investment (CISI) has launched an online video service to help members build up CPD hours.

clock 15 April 2011 •

Investing in the profession

Investing in the Profession interview: The CII on improving standards

Professional Adviser speaks to the CII as we launch our Investing in the Profession initiative to help promote improving standards for advisers.

clock 14 April 2011 •

Investing in the profession

CII: Certificates alone can't raise adviser professionalism

The ‘emerging' adviser profession is on a long journey to be as highly recognised as doctors or accountants and a whole package of measures will be needed to change consumer perceptions, according to CII director of financial services Steve Jenkins.

clock 14 April 2011 •

Investing in the profession

RDR prep: Why we started by data 'cleansing'

Michael Wall, managing director of Beaumont Robinson, explains why the new regulatory environment does not signal Armageddon for advisers.

clock 14 April 2011 •

Investing in the profession

Succession warns compliance industry may be failing advisers

The compliance industry is out of step with the FSA over how to assess clients' attitude to risk, exposing advisers to unnecessary enforcement action, IFA consolidator Succession warns.

clock 14 April 2011 •

Investing in the profession

RDR latecomers: Start here

There's still time to get your firm in order for RDR. Rebecca Thorpe, principal at Bovill, offers her guide to meeting the requirements.

clock 14 April 2011 •

Investing in the profession

Qualifications: How high should you go?

Three practitioners with contrasting views talk to Maria Merricks about why they have decided on their chosen route.

clock 14 April 2011 •

Investing in the profession

Gap fill: All you need to know about ethics

In an industry first, IFAonline brings you a series of structured CPD articles fully accredited by the IFP and confirmed as meeting the RDR learning outcomes as set by the FSA. This week: Lawyer Adam Samuel on ethics.

clock 13 April 2011 •

Investing in the profession

Sanlam looks to grads to grow adviser numbers to 200

Sanlam Private Wealth, the newly rebranded Buckles Investment Services, plans to ramp up its graduate recruitment drive to boost its adviser numbers to over 200.

clock 08 April 2011 •
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