CFA unveils UK diversity code
‘The aim is cultural change, not tick-box compliance’
ANNOUNCEMENT: UK Adviser is now PA Adviser. Read more.
‘The aim is cultural change, not tick-box compliance’
In a bid to upskill investment management professionals across the Middle East
Chief executive of the professional body discusses a range of topics including the rise of ESG training
Changes represent ‘an important milestone’ for the investment industry
As majority of financial professionals across the European Union believe it is unlikely to prevent mis-selling
But CII reveals to International Adviser it plans to survey its members this year
To set up a course designed to meet demand in the investment industry
Qualification will provide the practical skills and knowledge to help meet client demands
As they roll out student programme aimed at widening industry’s talent pool
Only 8% think having access to an adviser will be more important in three years
Growing number of clients are demanding ‘greener’ financial planning
CII, CISI and CFA Institute all have dates penned in the diary