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qualifications

RDR

Shift to fees now tops exams as advisers' chief RDR worry

Switching to fee-based advice has overtaken attaining a Level 4 qualification as advisers' biggest concern ahead of the RDR's implementation, research suggests.

clock 07 September 2010 •

Your profession

New Zealand IFAs taking 'hairdresser' qualifications

A new qualification for IFAs in New Zealand has been compared to the certificate a hairdresser would receive.

clock 06 September 2010 •

Your profession

Bankhall rolls out wealth management forums

Bankhall will host a series of adviser forums over the next month with a focus on wealth management and professional development.

clock 03 September 2010 •

Regulation

Regulation: Higher qualifications for high-risk investing

Sheriar Bradbury says advising on high-risk products should mean higher qualifications

clock 02 September 2010 •

Your profession

Pro bono work could count towards qualification - CII

The Chartered Insurance Institute (CII) says pro bono work may in the future exist as a course module that could count towards a qualification.

clock 27 August 2010 •

RDR

Higher professional standards here to stay - Sesame Bankhall

The drive towards higher professional standards is here to stay, according to Sesame Bankhall.

clock 26 August 2010 •

Your profession

IFP goes head-to-head with CII with level 4 offering

The Institute of Financial Planning (IFP) has outlined a blueprint for challenging the CII's market dominance, with plans to offer a level four qualification and produce a financial planning register for ‘Formula One' firms.

clock 26 August 2010 •

Your profession

Anger as FSA shuts door on using client files to reach Level 4

The row over using real client files en route to QCF Level 4 reignited this week after the FSA toughened its stance on using them in alternative assessments.

clock 15 July 2010 •

PMI

AMII moots advanced PMI exam

As the first broker has sat, and passed, the new Association of Medical Insurance (AMII)/Chartered Insurance Institute (CII) IF7 examination, AMII has announced plans for an advanced version.

clock 02 July 2010 •

Your profession

IFP rolls out paraplanning qualification

The Institute of Financial Planning (IFP) has officially launched its Certificate in Paraplanning, which is set at QCF Level 4.

clock 01 July 2010 •
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