qualifications

Regulation

FCA mulls standalone equity release qualification

Wants to spur adviser interest

clock 14 September 2016 • 2 min read

Adviser tips

Three fundamental principles of financial planning

The right culture is essential...

clock 10 August 2016 • 3 min read

Your profession

CISI selects winner of the 2016/17 Hoare Nairne Scholarship

£2,500 award goes to Coutts & Co employee

clock 26 July 2016 • 2 min read

Pensions

CII launches new starter life and pensions exam

Level 3 certificate develops knowledge and understanding

clock 07 July 2016 • 1 min read

Investment

CISI offers financial education programme to sixth-formers

Package to provide young people with career opportunities

clock 04 July 2016 • 1 min read

People

Mark Duckworth: Financial advisers are facing 'a golden moment'

Robo-advice and banks are medium-term threats

clock 28 June 2016 • 6 min read

Adviser tips

Talking heads: What my studies did for me

Avoiding the pitfalls when passing exams

clock 14 April 2016 • 3 min read

Companies

Next generation: Meet Britain's ambitious family of advisers

Proud to be a family office

clock 17 December 2015 • 10 min read

Your profession

Advisers face second-hand annuity qualification requirement

Could have to take further exams

clock 15 December 2015 •

Retirement

CII to launch life and pensions qualification for front line staff

Exam designed to enhance public confidence in life and pensions

clock 05 November 2015 •
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