Education
Best Practice | 15 Jan 21
From pro footballer to financial adviser
Ex-Premier League star sees ‘a lot of similarities’ between his previous career and wealth management
Advisers advocate minimum qualifications for staff
As regulator prescribes criteria for senior and junior staff joining broking and advice firms
High net worth individuals fear lack of financial knowhow
Advisers ‘can play a critical role’ in a bid to help educate clients
CISI extends remote tests offering to all global candidates
Exams will be in English only with foreign language sessions planned for later in year
SJP Asia unveils financial literacy portal for children
Wealth firm wants to ‘set the foundations for good saving and investing habits that will last a lifetime’