PFS

A certified financial planner has fired a series of parting shots at the CII after quitting the organisation over threats to discipline him for failure to submit CPD records.

We take a look at what professional bodies offer their members and how much they charge for their services.

The move by the FSA to revert back to a more prescriptive form of Training and Competence (TC) rules is a "clear indication" its principles-based approach failed, says the Personal Finance Society (PFS).

A new RDR-compliant diploma which allows advisers to learn within 24 hours if they have passed or failed certain modules is being launched by the Chartered Insurance Institute (CII).

Advisers must "wake up" and address changes being brought in by the RDR, as last week's paper represents the FSA's "point of no return", says the Personal Finance Society (PFS).

An austerity Budget full of tax hikes coupled with "dumbed down" pension provision will put the services of professional financial planners in high demand, says the president of the Personal Finance Society (PFS).

The Financial Services Skills Council (FSSC) has approved the final QCF Level 4 standards with new guidelines for giving specialist advice.

The Retail Distribution Review has set the clock ticking for those giving regulated advice and sales guidance on retail products, says Matt Smith

Hector Sants' departure as chief executive of the FSA will have no bearing on the RDR, despite it coming just two years before the 2012 implementation deadline, the Personal Finance Society (PFS) says.

Advisers are being warned ‘alternative' assessment methods proposed by the FSA as a different route to QCF level four will be just as rigorous as written exams.