12 Sep 2018
The FCA’s Retail Investments team has collaborated with The Chartered Insurance Institute (CII) to create a re-evaluation test of the knowledge required to practise as a retail investment adviser.
20 Sep 2017
As part of the Society’s focus on good practice sharing, incoming Personal Finance Society (PFS) president, Sharon Sutton, recently chaired the first meeting of a new Financial Planning Practitioner Panel.
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