CII adds 2 new business leader courses
- Tuesday, 22 August 2023
- Articles
The Chartered Insurance Institute (CII) - parent organisation of the Personal Finance Society - has launched two new courses focused on strengthening business leadership.
Read more...M&G Wealth appoints PFS Fellow as head of academy
- Monday, 10 July 2023
- Articles
M&G Wealth Advice has recruited appointed Matthew Ings FPFS from wealth manager St James’s Place (SJP) to lead its adviser academy.
Read more...Quilter Cheviot offers ‘greenwashing’ training to advisers
- Tuesday, 20 June 2023
- Articles
Investment and wealth manager Quilter Cheviot is to offer training to financial advisers on how to spot and deal with ‘greenwashing’ - unrealistic and incorrect claims about the green credentials of investments.
Read more...Ex-PFS President helps launch reporting writing workshop
- Thursday, 18 May 2023
- Articles
Former PFS President Caroline Stuart is helping launch a one-day report-writing workshop in July to help industry professionals tackle the coming Consumer Duty challenges.
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