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qualifications

Your profession

IFAs offered wealth management Masters

BPP Professional Education and the Securities & Investment Institute (SII) are teaming up to launch a Masters degree in wealth management.

clock 04 February 2008 •

Your profession

Third of clients stay with IFA for over 15 years

The relationship between IFAs and their clients is stronger than ever as new research from AIFA shows 30% of clients have been with their adviser for 15 years or more.

clock 04 December 2007 •

Your profession

RDR is 'flawed' and ignores consumers-Navigant

The FSA's Retail Distribution Review is "fundamentally flawed" and ignores general consumers and a number of major issues, management consultancy Navigant warns.

clock 20 November 2007 •

Your profession

Adviser bodies should take on member regulation - Axa

The Retail Distribution Review (RDR) could give advisers the opportunity to regulate themselves through professional bodies, says Axa.

clock 15 November 2007 •

Your profession

Consumers want IFAs qualified beyond FSA minimum

Three quarters of consumers searching for an IFA believe they should be at a higher qualification level than the FSA minimum.

clock 29 October 2007 •

Your profession

Advisers want to attain higher qualifications - CII

The majority of financial advisers want to improve their qualifications in anticipation of the RDR, according to the CII.

clock 12 October 2007 •

Your profession

FSA endorses exam-free IFA standard in RDR

A little-known standard created for UK advisers that requires no extra exams has taken on fresh significance after a ringing endorsement from the FSA.

clock 05 September 2007 •

Your profession

'Professionalism not just about more qualifications' - PFS CEO

PFS CEO Tim Eadon says providing a professional service as outlined in the RDR is not all about gaining ever higher levels of qualifications.

clock 28 August 2007 •

Your profession

Clarity beats qualifications on TCF - IFAs

Firmer clarity on TCF would be a stronger deterrent than qualifications against cases of mis-selling and poor practice in the mortgage arena, say advisers.

clock 20 August 2007 •

Your profession

IFAs urged to consider selling-up before RDR bites

Advisers who think their firms may go under following the implementation of the RDR should consider selling now while their firms are good value, according to Clerical Medical head of intermediary strategic planning David Shelton.

clock 02 August 2007 •
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