qualifications

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...

The Financial Conduct Authority (FCA) wants to add an undergraduate degree in financial planning to its list of approved qualifications.

Adviser network Personal Touch Financial Services is requiring advisers who want to give retirement advice post pensions freedom to attain a new retirement-specific top-up exam.

A merger between the Institute of Financial Planning (IFP) and Chartered Institute for Securities & Investment (CISI) could see the launch of a QCF Level 4 financial planning qualification.

The Chartered Insurance Institute (CII) has removed the requirement to sit an exam on its senior management qualification for financial planners (AF6).

Advisers have expressed concerns over plans to permit Certified Financial Planners to add the Chartered Wealth Manager designation by taking an online ethics exam, should a proposed merger between the Institute of Financial Planning (IFP) and Chartered...

It’s not easy being an adviser (but why should it be?)

An advice firm consolidator is requiring all of its advisers to attain Chartered status, requiring Level 6 qualifications - two grades above the minimum.

Simplified advice could include an element of commission on a limited range of products to ensure people can actually afford to see a financial planner, Sheriar Bradbury has said.

Forward-thinking advisers are seeking ways to differentiate themselves from their peers. Nicola Brittain tracks down some of those scaling new heights in advisory learning...