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qualifications

Your profession

Chartered status good target for IFAs - Matthews

Trevor Matthews, CEO of Standard Life Assurance and newly appointed deputy president of the CII, says chartered status is a good level to aim at for the IFA industry.

clock 31 July 2007 •

Your profession

Consumers 'want higher qualified IFAs'

New statistics released today show 150,000 consumers a year demand IFA qualifications to be above those required by law.

clock 18 July 2007 •

Your profession

JPMorgan launches IFP-recognised academy

JPMorgan Asset Management has launched a free training school which offers advisers the chance to gain qualifications recognised by the Institute of Financial Planning.

clock 10 July 2007 •

Your profession

Should IFAs be forced back to the classroom?

For the vast majority of IFAs who have been offering sound advice to clients for years, the news from the RDR that a higher standard of adviser qualifications and professionalism is needed will have come as a shock.

clock 04 July 2007 •

Your profession

RDR: Higher IFA qualifications too much, too soon?

Setting the standard for fully independent IFAs "too high" and "too quickly" will dramatically reduce the number of IFAs, says David Seaton, director of consultancy at Rowanmoor Pensions.

clock 02 July 2007 •

Your profession

Review could mean fewer, harder IFA exams

The Retail Distribution Review could "raise the bar" of adviser qualifications, and restrict the choice available in an attempt to create a comparable standard across the country.

clock 18 May 2007 •

Investment

SII and IMA exam tests investment basics

The Investment Management Association has teamed up with the Securities and Investment Institute to offer a voluntary, stand alone investment qualification.

clock 03 May 2007 •

Investment

PMI offers vocational Sipp qualification

A vocational qualification for administrators of Self Invested Personal Pensions (Sipps) and Small Self Administered Schemes (Ssas) has been launched by the Pensions Management Institute.

clock 24 April 2007 •

Your profession

Towry Law sets 2008 qualification deadline

IFA firm Towry Law has announced it expects all 200 wealth advisers to have achieved the Chartered Insurance Institute's Diploma in Financial Planning as a minimum benchmark qualification by the end of 2008.

clock 05 April 2007 •

Technology

You're never too old to study

In my blog last month I tried to brew up a storm with my suggestion that neither the public nor the regulator understood the difference between independent financial advice and independent financial sales.

clock 03 October 2006 •
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