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qualifications

Protection

Market views: Improving IFAs protection knowledge

According to research reported in last month's COVER, many IFAs have poor protection market knowledge. Do you agree and what should be done about it? Do we need a dedicated protection exam?

clock 08 July 2011 •

Investing in the profession

Gap fill: Are you on track?

As the CII is placed on the FSA's provisional list of accredited bodies, Steve Aspinall, director of corporate development, takes advisers through a checklist of the key points they need to know…

clock 01 July 2011 •

Regulation

Are Kiwi advisers ready for their RDR deadline this week?

New regulations affecting financial advisers in New Zealand come into effect this Friday, with reports up to 300 financial advisers will be forced out of business as a result.

clock 28 June 2011 •

Investing in the profession

AWD Chase de Vere prepares for first Adviser Academy intake

AWD Chase de Vere will next week welcome the first batch of recruits to its Adviser Academy, aiming to turn them into independent financial advisers (IFA) within two years.

clock 27 June 2011 •

Investing in the profession

A journey: From footballer to IFA

Pro footballer and qualified IFA David Rowson talks to Laura Miller about juggling his commitments and planning ahead.

clock 23 June 2011 •

Investing in the profession

IFP Certificate in Paraplanning recognised by CII

The Institute of Financial Planning (IFP) has confirmed its Certificate in Paraplanning has been recognised under the Chartered Insurance Institute (CII) qualifications framework.

clock 22 June 2011 •

Investing in the profession

Could this E-programme spell end of RO1 study manual?

Financial recruitment consultancy BWD has launched an E-learning initiative designed to provide a fast-track route to Level 4 and "engage" advisers turned off by "dull" RO1 course material.

clock 09 June 2011 •

RDR

FSA tackles RDR 'myths' (part 2)

The FSA seems to believe there are many myths circulating about the Retail Distribution Review (RDR). This quarter the regulator busts the bogus info on passporting, discretionary investment management and restricted advice.

clock 03 June 2011 •

Regulation

Hundreds of NZ advisers face qualifications cliff edge

Hundreds of financial advisers in New Zealand will have to stop giving advice on investment products from July as they have not attained the necessary qualifications.

clock 24 May 2011 •

Investing in the profession

Lost CII exam papers found

The CII has recovered a batch of exam scripts lost by a courier, meaning 35 candidates will not have to re-sit the paper.

clock 16 May 2011 •
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