6 Advisers Advisers Financial education Emmelia Powell: Should exams matter in financial planning?By Emmelia Powell When I first entered the financial services industry, I set myself a…
1 Advisers Advisers Technology CII apologises for ‘unacceptable’ technical fault with remote examsBy Jean-Baptiste Andrieux The Chartered Insurance Institute (CII) has apologised that some R06 students sitting…
Advisers Investments Regulation Tax Weekend Essay: I sat a professional examBy Jean-Baptiste Andrieux Last Spring, I had a chat with a journalist from one of…
Advisers Advisers Business Financial education Atomos lays out adviser academy plansBy Lois Vallely Wealth manager Atomos has laid out plans to boost its training for…
1 Advisers Advisers Business Diary of an aspiring adviser: Reflections on my first two (and a half) yearsBy Dan Raggett After a pandemic-interrupted start to his career, trainee financial planner Dan Raggett…
1 Advisers Advisers Business Pensions Catriona Standingford: The CII R04 Exam is a tricky one!By Catriona Standingford The R04 exams are notoriously difficult, but how can aspiring advisers best…
4 Advisers Advisers Business Regulation Alistair Cunningham: What is the real value of our exams?By Alistair Cunningham Chartered financial planner status may be the gold standard of qualifications but…
Advisers Advisers Business Financial education Catriona Standingford: Tips for CII J0 exams successBy Catriona Standingford The CII short answer exams can be challenging for aspiring advisers, but…
Advisers Advisers Business Financial education Regulation Study less, pass more: 10 tips for revision hyper-efficiencyBy Adam Owen Revision tips from those who have passed first time, and how they…
2 Advisers Advisers Business Regulation How to work through the CII R0 examsBy Catriona Standingford The CII R0 exams have a daunting reputation, but they are manageable…