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qualifications

Your profession

R01 revision material questioned by aspiring adviser

A row over the Chartered Insurance Institute's (CII) R01 study material has reignited after an aspiring financial adviser questioned its relevance.

clock 09 March 2011 •

RDR

CII launches £2K non-exam route to Level 4

Advisers must pass a one-day 'professional discussion' on four case studies and a technical interview to reach QCF Level 4 via the CII's alternative route, launched today.

clock 07 March 2011 •

Your profession

IFP chief: RDR stallers have got 'heads in the sand'

RDR deniers need to "get their heads out of the sand" and get on with meeting the FSA's new professionalism and remuneration rules, IFP chief executive Nick Cann said today.

clock 17 February 2011 •

Your profession

NMG: Income fears easing for many IFAs

An increasing number of IFAs are reporting growth in their income, while more are also getting to grips with meeting the RDR's qualification requirements, a study suggests.

clock 17 February 2011 •

RDR

Steve Martin: How I'm preparing for the RDR

Steve Martin, managing director of Smart Financial Planning, reveals the steps he has taken to ready his business for the new regulatory environment.

clock 17 February 2011 •

RDR

Threesixty: RDR exam structure 'not fit for purpose'

IFAs face requirements to have knowledge of complex products post-RDR despite the lack of exams covering these areas, threesixty warns.

clock 15 February 2011 •

Your profession

Student letter sparks Level 4 re-think

The FSA is considering awarding a university finance course Level 4 status after a student wrote to the regulator complaining it is predominantly ex-polytechnic courses meeting the minimum standard.

clock 15 February 2011 •

Your profession

Angry IFA lambasts 'irrelevant' RO1 exam manual

A sole practitioner has hit out at the CII's RO1 exam for its "irrelevant" subject matter and says its inadequate preparatory material leaves advisers "gambling" with their futures.

clock 14 February 2011 •

TCF

Warning Barclays' advisers delaying deals to steal clients

Some Barclays' advisers are delaying applications for clients as they attempt to poach business from the bank and set up their own IFA firms, an adviser claims.

clock 08 February 2011 •

RDR

NMBA offers structured RDR programme with Calibrand

The New Model Business Academy (NMBA) is offering members a structured programme to help them attain a Diploma in Professional Financial Advice, in partnership with e-assessment specialist Calibrand.

clock 31 January 2011 •
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