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CISI

Best Practice | 20 Nov 17

Advisers still misleading public with fake credentials

Almost two thirds of financial advisers listed on online directory Unbiased are misleading the public with false credentials, a figure that has not improved since the last time the review was carried out 18 months ago, according to new research by a consumer watchdog.

Best Practice | 15 Nov 17

Inducement ban could hurt consumers, warns CISI

Financial Conduct Authority (FCA) plans to ban the offering or acceptance of inducements within the financial services profession could ultimately hurt consumers, according to the Chartered Institute for Securities & Investment (Cisi).

Best Practice | 18 Oct 17

Chartered bodies alliance targets ‘bad apples’

The Chartered Body Alliance, composed of three leading chartered professional bodies, wants tougher action to be taken to prevent “bad apples” from re-circulating in the industry.

Old Mutual Wealth ready to list as profit soars 40%

Best Practice | 19 Sep 17

FCA greenlights pension transfer qualification

The Chartered Institute for Securities & Investment (Cisi) level 6 certificate in pension transfers and planning advice has been officially approved by the Financial Conduct Authority.

CISI teams up with university to offer pre-graduation exams

Best Practice | 18 Aug 17

CISI teams up with university to offer pre-graduation exams

The Chartered Institute for Securities & Investment (Cisi) and Birmingham City University (BCU) have forged a partnership to give young graduates the opportunity to sit professional qualifications in financial services before finishing their degrees.

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.