qualifications

Keeping one step ahead of the regulator...

An IFA has accused the Financial Conduct Authority (FCA) of not staying on top of its policing mandate and has called for a greater crack-down on advisers that are violating its rules.

The number of Personal Finance Society (PFS) members who have qualified for associate, fellowship or chartered status has more than doubled over the last year, reaching 1,570 graduates in the 18 months to June this year.

QUALIFICATIONS

The Chartered Insurance Institute (CII) has launched a new qualification for staff overseeing investment operations functions.

Financial advisers have embraced the Retail Distribution Review's (RDR) push for higher qualifications and are looking to extend their level of expertise beyond the mandatory QCF Level 4, an advisory support group said.

An award winning advice firm has decided to stop using the label ‘IFA' in favour of referring to itself exclusively as chartered financial planners.

Advisers looking to break into the corporate pension market to serve SMEs' needs after automatic enrolment should consider taking specialist qualifications, according to the Pensions Management Institute (PMI).

The Institute of Financial Services has launched a Certificate of Professional Achievement (CPA) aimed at people in supervisory, training, planning or support functions who want to demonstrate their professionalism and commitment to financial services....

The British Standards Institute (BSI) has launched a new standard for financial advice that it hopes will boost consumer confidence.