Best Practice
Top tips and guidance for advisers on how to implement best practice in their business models.
Best Practice 13 Mar 25
Isle of Man FSA investigator achieves record exam score
She scored 97 out of 100, in the International Certificate in Financial Services Regulation
Best Practice 12 Mar 25
Saudi Arabia financial academy gains accreditation by CII
The academy is now a CII Approved Professional Development Centre
Best Practice 11 Mar 25
Arlene Ewing wins CISI mentor of the year
The CISI Mentoring Scheme was launched in 2022 as an exclusive worldwide member benefit
Africa 5 Mar 25
Nominations deadline just days away for IA Global Financial Services Awards
Deadline to nominate is only a couple of days away on 7 March 2025
Best Practice | 26 Feb 25
Sharetech platform Vestd becomes a Certified B Corporation
More than 9,000 businesses globally have been certified as B Corps
IA Global Financial Services Awards 2025: Deadline for nominations is 7 March
Don’t miss out! The nominations deadline is fast approaching
Best Practice | 14 Feb 25
Global number of certified financial planners tops 230,000
Four territories saw double-digit growth rates in number of CFPs
Best Practice | 13 Feb 25
CISI awards two honorary fellowships
Honorary Fellowships are awarded annually by the CISI’s Board of Trustees
Best Practice | 5 Feb 25
Evelyn Partners is founding partner of Edinburgh Futures Institute financial services hub
Institute is a futures-focused space for learning, research, and innovation at University of Edinburgh