Three-quarters of UK adults lack financial education
Quilter survey finds 98% of respondents believe finance should be taught at school
Education
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Intrinsic funds 58-week adviser training course
Students expected to stay as restricted advisers with Intrinsic for two years after qualifying
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SJP adviser re-evaluation ‘under review’
Refresher for financial advisers not rejected by St James’s Place
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UK financial advisers to face ‘re-evaluation’ test
The Financial Conduct Authority has teamed up with the Chartered Insurance Institute
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Chinese millennials – an untapped client pool for advisers
Only 44% of Chinese people aged 18-34 have started saving for retirement
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Australian advisers told to get registered or face exams
The Australian Securities and Investments Commission (Asic) has told financial advisers they must get registered under the country’s new professional standards reforms, or else they will have to sit an exam.
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Australian financial advisers face ‘provisional’ year
New financial advisers in Australia could soon be known as “provisional financial advisers” and be required to undergo 12 months of practical, on-the-job training.
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Under-fire Aussie insurer unveils adviser training programme
On the back of strong criticism over how AMP has treated clients, Australia’s largest advice firm has launched a training and development programme to “meet the growing demand for high-quality financial advisers”.
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Allegations hit South Africa adviser exam body
Following claims of irregularities, advisers will no longer be able to sit exams with the Financial Planning Institute (FPI) of Southern Africa.
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Founder of giant EU adviser training body ‘undimmed’ by Brexit
The founder of the European Financial Planners Association, Josep Soler-Alberti, explains to International Adviser about his mission to educate.
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Globaleye partners with London Stock Exchange in Middle East
Independent advisory firm Globaleye has partnered with the London Stock Exchange Group (LSEG) Academy to provide financial training in the UAE and wider Gulf Cooperation Council (GCC) region.
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Hong Kong budget targets major financial service growth
Hong Kong will make a major push to diversify its financial services and insurance industries through a HK$500m cash injection into bond market development, fintech, green finance and a training academy, the finance secretary outlined in the budget on Tuesday.