Intermediary education has to be just that, not marketing

As an organisation we have seen membership grow and, as importantly, the number of Certified Financial Planner professionals double in the last two years to stand at 600 as we start planning for 2007. Financial services is, of course, a very broad church and it has been fascinating and amusing in some cases to see the investment companies, in particular, align themselves with the retail community. And investment companies are, of course, keen to chase the better quality advisers as it follows that the better quality have better clients with more assets to invest. Many of the companies ...