CPD & Training
News Team on 17/12/2021
St James’s Place Wealth Management (SJP) has welcomed a further 155 qualified advisers and 74 new paraplanners through its adviser training academy.
News Team on 03/12/2021
St James’s Place has partnered with Altus Consulting to roll out a vulnerable customer training series.
News Team on 30/11/2021
Standard Chartered has partnered with INSEAD, a global graduate business school, to launch a multi-year client engagement and wealth management global education programme.
News Team on 15/09/2021
Coutts has been recognised by the 2021 Princess Royal Training Awards.
News Team on 18/05/2021
The Financial Conduct Authority (FCA) has sent 4,430 of its employees on compulsory cyber and information security courses over the past two financial years.
News Team on 11/05/2021
The Eastern Caribbean Securities Regulatory Commission (ECSRC) and the Chartered Institute for Securities & Investment (CISI) have partnered to offer a new set of qualifications.
News Team on 17/03/2021
CFA Institute, the global association of investment professionals, will market the Certificate in ESG Investing globally.
News Team on 15/06/2020
Quilter’s financial adviser school has begun offering the first unit of the Diploma for Financial Advisers free, as it looks to encourage more entrants to the industry,
News Team on 11/12/2019
News Team on 21/11/2019
CFA UK’s, part of the global association for investment professionals, CFA Institute, new ESG investing qualification will be available to all investment professionals from December.
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