PFS offers toolkit to promote chartered status

By Katey Pigden 8th July 2019 10:55 am The Personal Finance Society has produced a toolkit to help advisers showcase their chartered status to clients. The Corporate Chartered toolkit will offer documents that explain what consumers can expect from a business that has achieved chartered status. It will provide firms which have achieved the standard with a chartered …

Different routes to become a qualified Financial Adviser

There are 2 main routes you can utilise to obtain your financial planning qualifications to become a Financial Adviser – The London Institute of Banking & Finance and the Chartered Insurance Institute.   The London Institute of Banking & Finance (DipFA) The London Institute of Banking & Finance enables you to gain the DipFA qualification …