Achievements, charity work and other happy snippets
Following Which? investigation
‘False claims’ on directories
Level 4 certificate in pension transfer advice
Open for enrolment August 2017
ISO 22222 accreditation not embraced by many
Grown to 40,000 members across 116 countries
Follows launch of strategic manifesto
PFS is campaigning for 'greater professionalism'
No market for ‘dabblers'
Confirms exam meets needs of those advising on FCA activities 4 and 6
Follows Which? research into adviser qualifications
FCA proposed stand-alone qualification
Wants to spur adviser interest
The right culture is essential...
£2,500 award goes to Coutts & Co employee
Level 3 certificate develops knowledge and understanding
Package to provide young people with career opportunities
Robo-advice and banks are medium-term threats
Avoiding the pitfalls when passing exams
Proud to be a family office
Could have to take further exams
Exam designed to enhance public confidence in life and pensions
The Institute of Financial Planning (IFP) had been facing a 'continual battle' between maintaining reserves and investing in swelling its ranks prior to its takeover by the Chartered Securities and Investment Institute (CISI), the body's new president...