Dynamic Planner training spaces filling up fast
- Monday, 15 April 2019
- Articles
Spaces were said to be filling fast for Dynamic Planner’s Training Academies with some locations already full.
Read more...PFS and research firm to boost planner tech knowledge
- Monday, 25 February 2019
- Articles
The Personal Finance Society and the Financial Technology Research Centre are to jointly hold a new workshop for Financial Planners to highlight how the latest technology can help transform their businesses and boost service to clients.
Read more...CISI appoints new regional president
- Wednesday, 13 February 2019
- Articles
The Chartered Institute for Securities & Investment (CISI) has appointed a new president for its East Anglia Committee.
Read more...SJP achieves top CII CPD accreditation
- Wednesday, 05 December 2018
- Articles
A development framework, created by St. James’s Place (SJP) to support its adviser back office teams, has gained accreditation by the Chartered Insurance Institute (CII).
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