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qualifications

RDR

Two minute recap: Statements of Professional Standing

David Thomson, director of policy and public affairs at the Chartered Insurance Institute, gives a quick recap of the rules surrounding Statements of Professional Standing.

clock 20 September 2011 •

Investing in the profession

Five steps to CII RO exam success

Perspective Financial Group's Julie Hepworth offers a series of tips to help advisers hop, skip and jump their way through the CII's RO exams.

clock 15 September 2011 •

uncategorised

PMI launches retirement diploma for pensions newcomers

The Pensions Management Institute (PMI) has created a diploma in employee benefits and retirement savings (DEBRS) to help payroll, human resources and auditing staff prepare for auto-enrolment.

clock 08 September 2011 •

RDR

NMBA alternative assessment added as RDR-ready qualification

An alternative assessment route being offered by New Model Business Academy has been added to the list of qualifications meeting retail distribution review (RDR) requirements by the Financial Services Authority (FSA).

clock 07 September 2011 •

Investing in the profession

Tenet offers to loan advisers cash to cover exam costs

IFA services provider Tenet is offering all advisers interest-free loans to cover the cost of meeting new minimum qualification requirements ahead of the Retail Distribution Review (RDR).

clock 01 September 2011 •

Investing in the profession

Old Mill launches FP and accountacy training scheme

Old Mill is launching a training scheme for young people interested in a career in financial planning or accountancy and looking for an alternative route to university.

clock 30 August 2011 •

uncategorised

Book Review: David Craig's Pillaged!

There is no shortage of easy-to-read, snappily-titled finance books aimed at the mass-market.

clock 12 August 2011 •

Investing in the profession

CII offering 'virtual classrooms' in Level 4 push

Candidates working towards the Diploma in Regulated Financial Planning with the Chartered Insurance Institute will now be able to study for their exams in "virtual classrooms".

clock 04 August 2011 •

Your profession

How to spot the best graduates

Graduates are usually - but not always - fresh-faced, eager and ready to learn. Question is: how do you spot the ones who are right for your business?

clock 14 July 2011 •

Regulation

DFM exam standards review to assess grandfathering

An upcoming FSA consultation examining the possibility of updating the examination standards for investment managers will include the controversial issue of grandfathering.

clock 13 July 2011 •
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