Keeping one step ahead of the game

financial education

Qualifications have an important role in ensuring advisers have correct and up-to-date knowledge, as well as proving to clients and the regulatory authorities that they are competent

I have often heard it said that financial services qualifications do not matter and what does is experience. But I believe the well rounded and successful adviser combines both experience and qualifications and applies both in the provision of advice to his clients. By now advisers should have realised that the Chartered Insurance Institute's (CII) Financial Planning Certificate (FPC) level qualifications are simply not adequate in the highly technical and complex world that is financial services. They are out of date, and consequently have been replaced by the Certificate in Financial Pla...