CFA exam to include fintech topics
The Chartered Financial Analyst (CFA) exam is to be updated to include topics such as big data, artificial intelligence and robo-advice.
Education
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Wealth management apprenticeship scheme launched in Hong Kong
An initiative designed to provide professional training and employment opportunities for young people interested in careers in private wealth management has been launched in Hong Kong.
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UK university drops financial planning course
The University of South Wales has been forced to close its Level 4 accredited financial planning course due to a lack of demand.
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Course on insurance adviser behaviour launched Down Under
A training course designed to improve consumer confidence and build professional competence in the broking profession has been launched in Australia and New Zealand.
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PFS targets advisers of tomorrow with development programme
The Personal Finance Society (PFS) has launched a financial adviser development programme that offers support to the employers of aspiring financial advisers across the UK.
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Employment prospects on the rise in UK financial advice
More than three quarters of financial advice firms in the UK are considering taking on additional staff in the next few years, according to a Personal Finance Society (PFS) survey.
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Financial Adviser School achieves LIBF recognition
The Financial Adviser School (FAS), the UK-based training academy owned by Old Mutual Wealth’s (OMW) Intrinsic network, has secured recognition from The London Institute of Banking and Finance.
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South African IFA firm kicks off adviser internship programme
Cape Town-headquartered IFA firm Carrick Wealth has launched an internship programme for university graduates as part of the Carrick Development Academy (CDA) Graduate Programme.
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UK launches financial adviser apprenticeship scheme
The British government has approved a new specialist financial adviser apprenticeship standard and will offer employers up to £9,600 ($11,979, €11,270) in financial help toward the training of a competent adviser.
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Old Mutual Wealth and CII launch adviser academy
Old Mutual Wealth has partnered with the Chartered Insurance Institute (CII) to launch an Investment Academy, designed to help advisers meet new CII criteria.
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Europe remains the ‘wild west’ for adviser qualifications
Clients receiving poor advice from inadequately qualified financial advisers has made some parts of Europe like working in the ‘wild west’, according to Andrea Speed, head of Spanish IFA firm Speed Financial Solutions.
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UK’s Cisi partners with Dubai University to offer courses
The UK’s Chartered Institute for Securities & Investment (Cisi) is teaming up with the University of Dubai to offer students internationally recognised financial qualifications.