professionaladviser_logo

FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS

pin Sign in Join
pin
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
logo
  • logo

    Search Professional Adviser

  • News
  • More

    Choose from below

    • Features
    • Opinion
    • Editor's View
    • People Moves
    • Market Movers
    • Feel Good Friday
    • Professional Adviser TV
  • Your Business
    • Recruitment
    • Platforms
    • MPS
    • Education
    • Technology
    • Paraplanning
    • Diversity
    • Succession planning
  • Your Profession
    • Pensions
    • Investment
    • Regulation
    • ESG
    • Protection
    • Estate planning
    • Tax planning
    • Retirement
  • Consumer Duty
  • Events
  • About

    Authors

    • Jen Frost
    • Jenna Brown
    • Sahar Nazir
    • Isabel Baxter

    Featured Content

    • Cost of Living
    • Partner Insight
    • InvestmentIQ
    • PA360 Watchlist

    Sister publications

    • BusinessGreen
    • COVER
    • Investment Week
    • Professional Pensions

    Incisive Media

    • Our company
    • Careers
  • Searchlogo

    Search Professional Adviser

    x
Join Sign in
 
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
    • Sign in

qualifications

Regulation

Could you pass the McDiploma?

IFAs have reacted angrily to Mark Hoban's comparison today between entry level exams for advisers and McDonald's workers. We take a look at what you need to do to work in the UK's premier fast food chain...

clock 20 October 2010 •

RDR

Zurich offers advisers case study help for RO6

Advisers preparing for the RO6 component of the Diploma in Financial Planning have been offered online support by Zurich UK Life.

clock 18 October 2010 •

RDR

Tenet given CII accreditation to develop J05 alternative

Services provider Tenet has been given prior learning accreditation by the CII to develop, administer and mark an alternative to the JO5 Pensions Income Options exam module.

clock 29 September 2010 •

RDR

More advisers searching for RDR qualifications info

An increasing number of advisers are seeking information about RDR-compliant qualifications, according to research from unbiased.co.uk.

clock 22 September 2010 •

Investment

IFAs question CF8 usefulness for long term care advice

Advisers say the CF8 exam does not give IFAs a full enough grasp of the long term care market.

clock 21 September 2010 •

RDR

RDR Level 4 exam launched by 'new boys' Calibrand

Exam writers Calibrand have entered the market with an 'RDR-ready' QCF Level 4 offering for financial advisers.

clock 17 September 2010 •

Investment

Advisers must prepare for long term care boom with exam

IFAs are under-equipped to benefit from a looming explosion of interest in long term care products, says a market specialist.

clock 17 September 2010 •

RDR

CII hosts virtual classes for RO1

The Chartered Insurance Institute (CII) has launched a new virtual classroom to help advisers working towards a Diploma in Regulated Financial Planning.

clock 16 September 2010 •

Your profession

How to prove to a client they need advice

People who need financial advice don't often seek it but, as IFA Angela Wise of WH Ireland explains, there are ways to get the message across.

clock 16 September 2010 •

RDR

AIFA opens new level 4 diploma to advisers

The first advisers have begun signing up to AIFA's new Diploma in Investment Planning.

clock 13 September 2010 •
131415
  • Contact Us
  • Marketing Solutions
  • About Incisive Media
  • Privacy Settings
  • Careers
  • Terms & Conditions
  • Policies
FOLLOW US
Incisive Media

© Incisive Business Media Limited, Published by Incisive Business Media Limited, New London House, 172 Drury Lane, London WC2B 5QR. Registered in England and Wales with company registration number 09178013. Part of Arc network, www.arc-network.com

DIGITAL PUBLISHER OF THE YEAR
right wallpaper ad
Loading.gif?page type=listing page&tag=qualifications