Six ways IFAs can improve financial education for clients
Teaching next generations is imperative to the future of the industry
Education
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AIC launches course and certification for advisers
Accredited by the CII and CISI, it covers essential investment company topics
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Why I became a financial adviser…
Billy Moss was a professional rugby player before joining Beaufort Financial
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SJP unveils responsible investment training programme
To help its advisers integrate best practices when dealing with clients
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Why I became a financial adviser…
Ryan Jagt previously worked at McDonald’s before joining the industry
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Why I became a financial adviser…
Emma Prince worked for a global paint manufacturer before joining Quilter Financial Advisers
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SJP teams up with charity to bolster financial education across UK
It will sponsor 21 schools to help them become Centres of Excellence
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Will Sunak’s compulsory maths plan improve UK financial education?
Government should introduce more practical topics like pensions into the curriculum
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Why I became a financial adviser…
Paul Griffiths was in the restaurant industry before joining Alexander Peter Wealth Management
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Financial education platforms merge
Combined group will be worth around $22m
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Why I became a financial adviser…
Mark Firkin was a general manager in the leisure sector before joining Future Perfect Financial Solutions
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Advisers demand more ESG training
Opportunity for asset managers and product providers to bridge the knowledge gap