qualifications
Regulation
An IFA has accused the Financial Conduct Authority (FCA) of not staying on top of its policing mandate and has called for a greater crack-down on advisers that are violating its rules.
24 January 2014
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Your profession
The number of Personal Finance Society (PFS) members who have qualified for associate, fellowship or chartered status has more than doubled over the last year, reaching 1,570 graduates in the 18 months to June this year.
08 October 2013
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Investing in the profession
The Chartered Insurance Institute (CII) has launched a new qualification for staff overseeing investment operations functions.
30 July 2013
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RDR
Financial advisers have embraced the Retail Distribution Review's (RDR) push for higher qualifications and are looking to extend their level of expertise beyond the mandatory QCF Level 4, an advisory support group said.
28 May 2013
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Your profession
An award winning advice firm has decided to stop using the label ‘IFA' in favour of referring to itself exclusively as chartered financial planners.
12 November 2012
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Investment
Advisers looking to break into the corporate pension market to serve SMEs' needs after automatic enrolment should consider taking specialist qualifications, according to the Pensions Management Institute (PMI).
28 October 2012
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RDR
The Institute of Financial Services has launched a Certificate of Professional Achievement (CPA) aimed at people in supervisory, training, planning or support functions who want to demonstrate their professionalism and commitment to financial services....
17 May 2012
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Investing in the profession
The British Standards Institute (BSI) has launched a new standard for financial advice that it hopes will boost consumer confidence.
08 May 2012
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