Carbon Financial Partners picks up the corporate award
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...
PA speaks to professionals at every level of the IFP membership to find out what they think about it merging with the CISI
Director at Lloyds Banking Group Robert Fletcher has been elected as the Chartered Insurance Institute's (CII) new president.
The Chartered Insurance Institute (CII) is considering launching a qualification for product providers' staff who are likely to deal with at-retirement customers.
An advice firm consolidator is requiring all of its advisers to attain Chartered status, requiring Level 6 qualifications - two grades above the minimum.
The Chartered Insurance Institute (CII) has launched a 'bridging' exam unit in light of the pension freedoms rolled out on 6 April.