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qualifications

Investment

FSA to review sales of UCIS in 2012

The Financial Services Authority (FSA) is to conduct a review into the sale of unregulated collective investment schemes (UCIS) early next year.

clock 06 December 2011 •

RDR

FSA reassures advisers on 60 day breathing space for SPS

The Financial Services Authority has sought to calm any concerns advisers may have about getting their statement of professional standing (SPS), reminding them of the 60 day window they have after RDR-implementation.

clock 18 November 2011 •

PMI

CII launches standalone health and protection qualification

A qualification for advisers in the health and protection insurance sector has been launched by the Chartered Insurance Institute (CII).

clock 17 November 2011 •

Investing in the profession

CII follows IFP with paraplanner qualification launch

The Chartered Insurance Institute (CII) is to introduce a Level 4 Certificate in Paraplanning, following in the footsteps of the Institute of Financial Planning (IFP), which launched a similar qualification last year.

clock 09 November 2011 •

Your profession

Adviser support business launches to help firms with strategy

A new business has launched with the aim of helping financial advisers run, develop and market their business.

clock 31 October 2011 •

Your profession

Sesame rolls out online adviser training system

Sesame Bankhall Group has launched an online learning management system to enhance its training and development support for network members.

clock 20 October 2011 •

Investing in the profession

Why alternative assessment 'not a soft touch'

The company behind a new alternative assessment route to QCF Level 4 has insisted it will not be a 'soft touch' compared to any traditional routes.

clock 05 October 2011 •

Investing in the profession

CISI to offer Chartered Wealth Manager status

The Chartered Institute of Securities and Investment (CISI) will offer Chartered Wealth Manager status to members with Level 6 qualifications.

clock 29 September 2011 •

Investing in the profession

Minimum £2,100 for new Level 5 alt assessment

A new alternative assessment route for QCF Level 5 qualifications has been opened up to advisers following a pilot phase.

clock 27 September 2011 •

Investing in the profession

What would you do if a colleague got unfair help with exams?

You suspect a colleague has received help in an exam from a senior member of staff who happens to plays a key role with the professional body. What do you do?

clock 27 September 2011 •
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