Why I became a financial adviser…
James Milligan was previously a concierge before joining SJP
Education
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CISI partners with Anglia Ruskin University
To offer eligible students the option of sitting CISI exams during their course
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Investors Trust rolls out online university for advisers
It will only be available for IFAs working with the firm
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Quilter Cheviot to offer greenwashing training for advisers
It will be the first in a series of sessions from the firm’s responsible investment team
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Less than half of UK children have been financially educated
Money and Pensions Service announces goal to teach two million more young Brits about money by 2030
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Ailo to launch cross-border CPD programme
To help guide its members ‘through the complexities of the life insurance market’
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IA Interview – Will Goodhart – CEO of CFA UK
Chief executive of the professional body discusses a range of topics including the rise of ESG training
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Private bank rolls out Asia wealth training programme
To help clients across the region
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IFA group sets up adviser academy
Firm wants the profession ‘to appeal to a wide audience’
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Redmill Advance buys financial adviser training provider
It is the company’s first acquisition of 2023
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Quilter revamps financial adviser school qualifications
As head of the academy exits
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CFA Institute revamps global programme
Changes represent ‘an important milestone’ for the investment industry