ifs re-jigs A-Day preparations

clock

Planned updates to CeMAP and CeFA from the Institute of Financial Services (ifs) triggered by A-Day requirements will affect those already studying for the qualifications, the institute has warned.

All the ifs' qualifications are being updated to incorporate the regulatory changes from 6 April this year, it adds. The Institute has urged all those working in personal finance to ensure they prepare for the changes, in order to "remain compliant and sustain competitive advantage." Mark Roberts, head of faculty financial regulation says: "The changes surrounding pension tax simplification are not limited to those advising on pensions and investments but will affect all professionals currently advising on personal finance," "It is imperative that advisers prepare for these changes ahea...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

AI adoption not a 'must' for advice industry but it can leverage services

AI adoption not a 'must' for advice industry but it can leverage services

‘You are not struggling for clients, so it is a great place to be.’

Isabel Baxter
clock 01 May 2024 • 1 min read
Long-term financial planning proving increasingly difficult

Long-term financial planning proving increasingly difficult

Cash ISAs were the preferred vehicle for those planning over the long-term

Sahar Nazir
clock 01 May 2024 • 1 min read
Financial Conduct Authority's regulation 'lacks coherent vision'

Financial Conduct Authority's regulation 'lacks coherent vision'

‘It does feel like the wind has been in our faces over the past few months’

Isabel Baxter
clock 01 May 2024 • 2 min read