education

CII increases focus on technical training and revision for advisers 

Your profession

CII increases focus on technical training and revision for advisers 

More workshops and revision courses available for advisers in 2024

clock 09 October 2023 • 1 min read
CII opens business owner-focussed adviser leadership programme

Your Business

CII opens business owner-focussed adviser leadership programme

Topics covered include exit planning, recruitment and scalability

clock 21 August 2023 • 1 min read
Adviser work experience initiative from CII opens to children 13 and over

Your profession

Adviser work experience initiative from CII opens to children 13 and over

The free initiative has been designed to grow talent in the advice industry

clock 02 August 2023 • 1 min read
How much CPD for advisers is too much CPD for advisers?

Your profession

How much CPD for advisers is too much CPD for advisers?

The pros and cons of continuing professional development

clock 01 June 2023 • 4 min read
Former PFS president co-launches soft skills initiative for advisers

Your profession

Former PFS president co-launches soft skills initiative for advisers

Caroline Stuart and Melissa Kidd debut new venture The Co-Laboratory

clock 31 March 2023 • 1 min read
Level 4 diploma goes 100% online with new LIBF digital academy

Your profession

Level 4 diploma goes 100% online with new LIBF digital academy

London Institute of Banking and Finance has partnered with ICS Learn

clock 31 March 2023 • 1 min read
Over 170 Chartered planners graduate in latest PFS ceremony

Your profession

Over 170 Chartered planners graduate in latest PFS ceremony

First graduation held by the Personal Finance Society since 2019

clock 07 December 2022 • 1 min read
FCA removes 30-minute time requirement for structured CPD activities

Your Business

FCA removes 30-minute time requirement for structured CPD activities

CII outlines range of examples of ‘bite-sized’ activities advisers can combine

clock 30 November 2022 • 2 min read

Investment

CFA Institute launches ESG investing certificate for professionals across the globe

130 hours of self-directed study required

clock 15 March 2021 • 2 min read

Your profession

IFA launches financial educational channel DanTalksMoney for younger generation

Via TikTok and Instagram

clock 04 January 2021 • 1 min read
Most read
01

Low awareness of bond tax benefits 'a growing concern for advisers'

06 December 2023 • 2 min read
02

Platforms facing 'heaps of adviser demands' in 'challenging market'

07 December 2023 • 3 min read
03

FCA: Blackmore Bond promotions had 'very relevant risk warnings'

07 December 2023 • 3 min read
04

Advisers say inflation is the biggest threat for clients

07 December 2023 • 1 min read
05

AJ Bell pre-tax profit up 50% to £87.7m as platform numbers soar

07 December 2023 • 3 min read