CISI extends remote tests offering to all global candidates
Exams will be in English only with foreign language sessions planned for later in year
Best Practice
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SJP Asia unveils financial literacy portal for children
Wealth firm wants to ‘set the foundations for good saving and investing habits that will last a lifetime’
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How to reform the financial advisory sector
It needs ‘overhaul’ to ‘make credible progression to close the perennial issues’ and ‘address’ gaps
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Abu Dhabi bank unveils personal finance education initiative
It is aimed at UAE residents to help them deal with savings and retirement
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Personalisation ‘imperative’ for advisers in 2021
It will help ‘deliver long-term benefits’ to businesses in the industry
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Openwork urges advisers to get protection qualifications
It believes there is an educational gap in the sector that needs addressing
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Singapore private banks join forces to offer 200 trainee roles
Initiative will provide a ‘sustainable pipeline of job-ready talent’ to the sector
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From professional footballer to financial adviser
Ex-Manchester United player says firms need to realise sports people are ‘all-rounded individuals’
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Coming soon: Best Practice Adviser Award winners
Incredible number of entries across all regions
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Rise in out-of-hours client contact for IFAs amid covid-19
Pandemic has sparked Brits to focus more on portfolios, wealth transfer and estate planning
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What does the end of ‘gap-filling’ mean for advisers?
Relevance of older qualifications is being put under a microscope
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CISI unveils e-learning course on vulnerable clients
‘Appropriate treatment’ of these customers is a ‘key concern for regulators’ globally