CII pilots revamp to Financial Planning assessment

The Chartered Insurance Institute is piloting a partial revamp of the R06 Financial Planning Practice unit exam.

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Quilter adds new Level 6 Financial Planning exam  

The Quilter Financial Adviser School (QFAS) has launched a new Level 6 Financial Planning in Retirement (FPIR) qualification provided by the London Institute of Banking and Finance (LIBF).

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More than 4,200 take CFA exam in UK

The CFA Institute, the global professional body for investment management professionals, has reported that 73,688 candidates took its Level I Chartered Financial Analyst exam worldwide in December with 42% passing (32,628).

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New ESG qualification for investment professionals

CFA UK, the professional body for Chartered Financial Analysts, is to launch of a new qualification in ESG (Environmental, Social and Governance) investing which will be available to investment professionals later this year.

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