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CPD

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

clock 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.

clock 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.

clock 07 July 2011 •

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.

clock 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…

clock 07 July 2011 • 14 min read

Structured Products

Why we recommend structured products

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

clock 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.

clock 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.

clock 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).

clock 09 May 2011 •

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.

clock 15 April 2011 •
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