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      Professional Adviser Working Lunches 2021

      A series of invitation only "meet the manager" virtual lunches to discuss how a multi-asset strategy can benefit your clients and your business.

      • Date: 24 Feb 2021
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      Professional Adviser Awards 2021

      Professional Adviser is once more issuing the call for adviser businesses from across the UK to showcase their knowledge, skills and commitment to client care by entering our 2021 Awards.

      • Date: 11 Mar 2021
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      Professional Adviser Multi-Asset Masterclass 2021

      Delivered online over two half-day sessions, the Multi-Asset Masterclass will look to provide a case for multi-asset investing as well as an outlook for the sector over the year ahead.

      • Date: 17 Mar 2021
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      The Sustainable Investment Festival will run online from 22-24 June and will include thought-provoking presentations from renowned keynote speakers, innovative breakout events and sessions specifically tailored to meet the information needs of fund selectors, financial advisers, pension consultants, trustees and scheme managers.

      • Date: 22 Jun 2021
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  • Trending now
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CPD

  • RDR
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).

  • 20 January 2012
  • Investing in the profession
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.

  • 15 December 2011
  • RDR
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.

  • 10 November 2011
  • Your profession
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.

  • 03 November 2011
  • Investment
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.

  • 03 November 2011
  • Your profession
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.

  • 20 October 2011
  • Your profession
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.

  • 21 September 2011
  • Investing in the profession
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).

  • 01 September 2011
  • 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.

  • 01 September 2011
Interview - Steve White
  • Protection
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

  • 11 August 2011
  • Individual Protection
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.

  • 28 July 2011
  • Regulation
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.

  • 07 July 2011
RDR gap fill test: Understanding the main investment theories
  • Investing in the profession
RDR gap fill test: Understanding the main investment theories

Congratulations, reader, for completing our RDR gap fill article on the main investment theories.

  • 07 July 2011
  • RDR
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…

  • 07 July 2011
  • Structured Products
Why we recommend structured products

Four advisers explain why they attended Morgan Stanley's bespoke educational training sessions about structured products.

  • 15 June 2011
  • Investing in the profession
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.

  • 18 May 2011
  • Investing in the profession
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.

  • 12 May 2011
  • Investing in the profession
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).

  • 09 May 2011
CISI launches video CPD service
  • Investing in the profession
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.

  • 15 April 2011
  • Investing in the profession
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.

  • 13 April 2011
  • RDR
How to plan your gap-fill timetable

Morningstar's Anastasia Georgiou on how to bump up your knowledge base.

  • 06 April 2011
CISI mobile app automatically logs CPD
  • Investing in the profession
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.

  • 31 March 2011
  • RDR
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...

  • 31 March 2011
Lowes: R01 exam of 'little use' to experienced advisers
  • Your profession
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.

  • 02 March 2011
123

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Advisers to be levied £240m again as FSCS announces £1bn overall levy
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