‘Vital’ to bring in wave of new financial advice talent
Over 80% of PFS members would recommend reskilling to second careerists joining sector
Education
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Financial services education firm sold
Deal will bolster acquirer’s plans to increase its industry training offering
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UK wealth manager sets up adviser academy
It will be ‘pivotal in organically growing the business over the long-term’
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From pro footballer to financial adviser
Ex-Premier League star sees ‘a lot of similarities’ between his previous career and wealth management
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Advisers advocate minimum qualifications for staff
As regulator prescribes criteria for senior and junior staff joining broking and advice firms
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High net worth individuals fear lack of financial knowhow
Advisers ‘can play a critical role’ in a bid to help educate clients
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CISI extends remote tests offering to all global candidates
Exams will be in English only with foreign language sessions planned for later in year
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SJP Asia unveils financial literacy portal for children
Wealth firm wants to ‘set the foundations for good saving and investing habits that will last a lifetime’
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Abu Dhabi bank unveils personal finance education initiative
It is aimed at UAE residents to help them deal with savings and retirement
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Openwork urges advisers to get protection qualifications
It believes there is an educational gap in the sector that needs addressing
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Training at SimplyBiz adviser academy found wanting
Ofsted inspection says ‘insufficient progress’ on meeting apprenticeship requirements
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Are UAE insurance brokers headed back to school?
Insurance Authority outlines draft qualification and education requirements for industry