The Chartered Institute for Securities and Investment's (CISI) level 6 defined benefit transfers qualification has been officially approved by the Financial Conduct Authority (FCA), with first examinations starting later this year.
The qualification is already available for registration for candidates holding a Level 4 qualification and Statement of Professional Standing. Candidates will be able to sit the three-hour exam from...
Robo-advisers manage £1.7bn in total
Closing in 2020
Second of five videos with Cazenove Capital’s DFM team
Why the flow to passives?