Consumer guide to adviser qualifications launched

clock

Online training website Wizard Learning.com and financial adviser search engine Rubii.co.uk have joined forces to launch a new consumer guide to financial planning qualifications.

The guide covers everything consumers need to know about the different types of adviser, giving definitions of IFAs, tied advisers and multi-tied advisers. It also lists all qualifications currently on offer by the Chartered Insurance Institute (CII), the Institute of Financial Planning (IFP) and the Institute of Financial Services. Mike Goldsmith, director at wizardlearning.com, says many consumers find it difficult to rate financial planning qualifications with other academic qualifications and says the guide addresses this issue. "By contrasting adviser qualifications with other...

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

New sexual harassment duty: Can adviser firms show they've taken 'all reasonable steps'?

New sexual harassment duty: Can adviser firms show they've taken 'all reasonable steps'?

'Employers will be expected to take all reasonable steps'

Emily Bradshaw
clock 19 August 2026 • 4 min read
FCA: Top ten wealth management firms hold nearly 90% of all UK clients

FCA: Top ten wealth management firms hold nearly 90% of all UK clients

FCA Wealth Management Survey

Patrick Brusnahan
clock 18 August 2026 • 3 min read
Small advice firms feature prominently in buyer criteria on online M&A platform

Small advice firms feature prominently in buyer criteria on online M&A platform

First advice firm seller cohort go live on Melo’s Project Exit

Isabel Baxter
clock 18 August 2026 • 4 min read