Solving the advice talent pool drought
Young people think working in financial services is ‘boring’
Education
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CISI expands global members with ACIFMA agreement
The two organisations now count 53,000 members around the world
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Wealth manager rolls out recruitment and training programmes
It hopes to attract talent to the north west, away from the London-centric industry
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Wealth manager rolls out financial education workplace scheme
The workshops are based around retirement and pensions but will have IHT elements soon
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UK struggling under ‘epidemic’ of financial illiteracy
Technical terms about pensions keeping clients away
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Clarion call for standardised adviser qualifications
There is ‘absolute need’ for having qualified advisers
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Australian financial services body introduces ethics exam
The test has been developed in partnership with the Chartered Institute for Securities and Investment
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Apprenticeship changes ‘good news’ for advice sector
Plans to invest £700m in England brought forward to April 2019
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Understanding the new world of financial planning
Learn about the different roles that will be required to meet these changes
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Online portal set up to help Australian advisers
‘There’s no time for confusion’ for the country’s financial planning sector
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Morocco-based undergraduates given CISI exam opportunities
The deal could be extended to include finance professionals in the country
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Insurance institute trainees to sit home-based exams
People will be able to sit tests from any quiet location where they have a live camera and microphone