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.
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.
Many local institutes engage with their PFS members to deliver events that support their learning and development.
In response to an article on New Model Adviser/Citywire this week which carries the headline: CII Plot to deregister the PFS.
Showing 1 - 6 from 6 news