CPD
FSA confirms ICAEW and PMI as accredited bodies
The Financial Services Authority (FSA) has awarded accredited body status to the Institute of Chartered Accountants in England and Wales (ICAEW) and the Pensions Management Institute (PMI).
Professionalism: A Q&A with the CII
Professional Adviser asked the Chartered Insurance Institute for its views on the financial advice market as we head into 2012. This week: Professionalism.
No laughing matter: Don't miss the deadline!
Julie Hepworth, group regulatory manager at Perspective Financial Group, explains how to make sure your gap-fill evidence is up to scratch.
How to read our RDR gap-fill articles
Today sees the online launch of the third in Professional Adviser's series of structured CPD articles tailored to meet your RDR gap-fill requirements.
From the Editor: Why the FOS can expect a fuller postbag from now on
The Labour government was rightly derided for many things, but one event that happened under its watch should be applauded: the introduction of the Freedom of Information Act.
Sesame rolls out online adviser training system
Sesame Bankhall Group has launched an online learning management system to enhance its training and development support for network members.
A guide to helping clients make out a will
Linda Cummins, head of wills at solicitor firm Goldsmith Williams, explains how to avoid mistakes when helping a client with a will.
IFP unveils pension and retirement RDR gap-fill programme
The Institute of Financial Planning (IFP) has launched an online learning programme designed to help advisers fill any knowledge gaps they may have ahead of the Retail Distribution Review (RDR).
CPD reform is biggest RDR change, says CISI
The post-2012 regime for continuing professional development (CPD) is the "most transformational" aspect of the Retail Distribution Review (RDR), according to Chartered Institute for Securities & Investment (CISI) managing director Ruth Martin.
Interview - Steve White
Advisers do not stand alone when it comes to regulation and Europe. Paul Robertson talks to Steve White, your man in Brussels
Protection Review shedules independent training
The Protection Review and the Personal Finance Society (PFS) will soon be announcing the first dates for independent protection training for advisers.
Video: Why it is important to log your CPD activity
Watch our latest interview with the CII about your gap fill needs in the run-up to RDR, and your CPD requirements after it.
RDR gap fill test: Understanding the main investment theories
Congratulations, reader, for completing our RDR gap fill article on the main investment theories.
Gap fill: Understanding investment theories
In the latest in our exclusive series of gap fill articles helping you prepare for RDR, Jackie Lockie covers everything you need to know about the main investment theories…
Why we recommend structured products
Four advisers explain why they attended Morgan Stanley's bespoke educational training sessions about structured products.
Unstructured CPD can't fill over 25% of gaps
Advisers will only be able to use unstructured CPD to fill "a minority" of gaps, or less than 25%, in the run-up to RDR.
The CII answers your questions on gap-fill and exam fairness
As part of our Investing in the Profession initiative, we put your burning questions to Steve Jenkins, director of financial markets at the CII.
IFP launches gap-fill programme for CFPs
Certified Financial Planners (CFP) will have access to gap-fill sessions in nationwide events organised by the Institute of Financial Planning (IFP).
CISI launches video CPD service
The Chartered Institute for Securities & Investment (CISI) has launched an online video service to help members build up CPD hours.
Gap fill: All you need to know about ethics
In an industry first, IFAonline brings you a series of structured CPD articles fully accredited by the IFP and confirmed as meeting the RDR learning outcomes as set by the FSA. This week: Lawyer Adam Samuel on ethics.
How to plan your gap-fill timetable
Morningstar's Anastasia Georgiou on how to bump up your knowledge base.
CISI mobile app automatically logs CPD
The Chartered Institute for Securities & Investment (CISI) has launched a web application for smartphones to help members log CPD activity.
What my skydiving instructor taught me about RDR
As part of Professional Adviser's series looking at how firms are preparing for RDR, Jones Hill managing director Brian Hill recalls a seminal moment...
Lowes: R01 exam of 'little use' to experienced advisers
The R01 exam may not be the best route for experienced advisers to improve their knowledge or gap-fill for CPD as it is too academic and lacks relevant material, according to IFA Ian Lowes.
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