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education

Adviser / Broking

'Amazing' demand for unbiased training requires adviser shortlist

A shortlist has been formed for advisers wishing to attend the independent protection training after the first two sessions were fully subscribed in less than a week.

clock 11 August 2011 •

Protection

Market views: Improving IFAs protection knowledge

According to research reported in last month's COVER, many IFAs have poor protection market knowledge. Do you agree and what should be done about it? Do we need a dedicated protection exam?

clock 08 July 2011 •

Investing in the profession

Will this board game turn teenagers into IFAs?

A Bluefin financial planner and the Personal Finance Society are developing a board game to introduce teenagers to the adviser profession as a career choice.

clock 01 June 2011 •

Your profession

MPs launch inquiry into financial education

MPs are calling for evidence from the industry after launching an inquiry into the level of financial education in primary and secondary schools.

clock 16 March 2011 •

Individual Protection

PruProtect reveals seven new products including education cover

PruProtect has launched a suite of seven new products targeting all spectrums of the individual protection market.

clock 10 March 2011 •

Your profession

A lesson in funding for universities

Mark Peters, retail pensions and investment director at Zurich UK Life, outlines the new rules on tuition fees and strategies advisers can suggest to potential students.

clock 13 January 2011 •

ETFs

US ETF and ETP assets top $1trn mark

Assets in US listed ETFs and ETPs reached $1.027trn last Thursday, according to BlackRock's Global ETF Research and Implementation Strategy Team.

clock 21 December 2010 •

Individual Protection

Protection academy to launch next year

A national independent protection training academy has been formed by the Protection Review and Personal Finance Society (PFS).

clock 21 October 2010 •

Economics / Markets

Election result: Can parties compromise on key issues?

As Britain wakes up this morning to a likely hung parliament, IFAonline examines the key issues threatening a cross-party coalition.

clock 07 May 2010 • 3 min read

Investment

Client education: The key to advice excellence

Brett Davidson of FP Advance explains why educating clients on their financial needs can improve relationships and help your business run more effectively.

clock 06 May 2010 •
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