Dynamic Planner training spaces filling up fast

Spaces were said to be filling fast for Dynamic Planner’s Training Academies with some locations already full. 

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PFS and research firm to boost planner tech knowledge

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.

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CISI appoints new regional president

The Chartered Institute for Securities & Investment (CISI) has appointed a new president for its East Anglia Committee. 

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SJP achieves top CII CPD accreditation

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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