The Financial Conduct Authority (FCA) and the Chartered Insurance Institute (CII) have launched a test to re-evaluate the knowledge required to be a retail investment adviser.
The test will be available from 1 October and is a result of the FCA's drive to raise the standards and competence of financial advisers. The regulator said firms would be encouraged to use it and warned it...
Cautious, Balanced & Dynamic Growth
Cowardly, boring or sensible
Latest news and analysis
‘Most significant’ upgrade since launch
Changes happening over coming months