Education
Best Practice | 15 Aug 17
Demand for CII pension transfer qualification soars
More than 500 people signed up to the Chartered Insurance Institute’s (CII) pension transfers qualification in the first week of its launch on the back of the Financial Conduct Authority (FCA) tightening advice requirements for the transfer of safeguarded benefits.
South African regulator bans adviser exam cheats
South Africa’s Financial Services Board (FSB) has taken action against a large number of individuals who cheated or facilitated cheating on exams to become qualified financial planners.
Winners of inaugural Global Education Trust Awards unveiled
A professional body granting qualifications for competence and ethical behaviour in the financial advisory sector has announced the recipients of its awards aimed at rewarding financial literacy among university students.
Best Practice | 13 Jul 17
Brewin Dolphin launches financial adviser apprenticeship scheme
Wealth manager Brewin Dolphin has launched a financial planning apprenticeship scheme aimed at attracting new recruits into the profession.
Best Practice | 10 May 17
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.