Money Marketing
Online
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"eBay style" mortgage lead auction site launched
1 Feb 2011
Lead Magpie allows intermediaries to bid for mortgage leads.
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20% discount for Academy members preparing for R06
25 Oct 2011
R06 Financial Planning Practice
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20% off R0 and AF exam preparation courses
9 Feb 2012
20% discount for Money Marketing Academy members
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An introduction to level six
18 Mar 2011
In the original Retail Distribution Review paper, level 6 status was proposed as the benchmark qualification for independence. This was eventually lowered in favour of the level 4 qualification, but level 6 – either chartered or certified - remains the gold standard for many financial advisers.
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Are you sitting R06 in April? Final prep day spaces available
28 Mar 2011
The Money Marketing Academy has teamed up with specialist RDR training company, Verridian, to offer two solutions to help you prepare for your R06 exam.1 day classroom training courses available at regional centres, taking place between 4th and 9th April LAST FEW PLACES AVAILABLE - BOOK NOWDistance learning package - purchase the materials online
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Awaiting your CII AF exam result?
29 Nov 2011
The Financial Adviser Academy’s Steve Davis explains the options when you get your results on 2nd December, and your next steps.
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Axa fund buys into Russia and Mexico
1 Mar 2011
Julian Thompson has increased the Axa Framlington emerging markets fund’s exposure to Russia and Mexico since he was appointed portfolio manager in December.
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Barclays Capital - Protected Euro Deposit Account
1 Mar 2011
Barclays Capital - Protected Euro Deposit Account
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Barclays Capital - Protected Sterling Deposit Account
1 Mar 2011
Barclays Capital - Protected Sterling Deposit Account
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Could you be an IFA trainer?
31 May 2011
You’ve invested a lot in brushing up your technical knowledge for RDR, why not put it to good use by training other IFAs? It’s also a good way to differentiate yourself from the competition, says Chartered Financial Planner, Angela Murfitt.
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Did I mention the “C-Word”?
11 Oct 2011
The current market conditions are going to prevail for a long time so a new way of thinking should be on your business agenda.
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Do you hold a supervisory role in your business?
11 Apr 2012
Ian Patterson shares his thoughts on what actions supervisors should be taking in the run up to 2013.
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Don’t risk a single mark in your April AF exam
11 Apr 2012
What can you do to master the CII exam code and make sure you don’t miss the mark you deserve? Top tips from a former CII examiner
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Don't ignore the ghosts of clients past, present and future!
21 Dec 2011
Dickens’ Ghosts of Business Generation
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Examining the client attitude to advice
26 Sep 2011
YouGov’s Adele Gritten will tell advisers at this Wednesday’s conference what Tomorrow’s Client really wants…
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Five myths of the RDR exams
15 Sep 2011
In the first of a series of seven brief articles, Ian Patterson explores some of the myths that surround the Level four exams. In eachof the subsequent articles, he will spill the beans on each one of the R0 exams.
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Four marketing tips for the new year
10 Jan 2012
In 2012, be brave and make a difference with your marketing
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Four myths about R03
25 Oct 2011
This week Ian Patterson gives the low down on R03 – Personal Taxation
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Free R06 case study analysis now live
16 Jan 2012
Advisers taking an R06 Financial Planning Practice exam this month can get ahead in their revision, thanks to a free-to-access expert analysis of the case studies provided by Zurich Financial Services Group.
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Free R06 case study analysis now live
14 Nov 2011
Advisers taking an R06 Financial Planning Practice exam this month can get ahead in their revision, thanks to a free-to-access expert analysis of the case studies provided by Zurich Financial Services Group.
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Free R06 case study analysis now live
26 Sep 2011
Advisers taking an R06 Financial Planning Practice exam in October can get ahead in their revision, thanks to a free-to-access expert analysis of the case studies provided by Zurich Financial Services Group.
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Free study help for April R06 and AF5 exams courtesy of Zurich
11 Apr 2012
Advisers taking an R06 Financial Planning Practice exam next week can get ahead in their revision, thanks to a free-to-access expert analysis of the case studies provided by Zurich Financial Services Group.
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Free to attend CII breakfast seminar on Accredited Body services
12 Oct 2011
These regional events will cover Gap Fill, CPD requirements and the issuing/application process for CII Statements of Professional Standing, and are open to all advisers (including non-CII members).
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Get an hour's one-to-one exam coaching over the telephone
12 Oct 2011
Book an hour with the ExamAngel!
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Hat-trick for Bluefin at Corporate Adviser Awards 2011
10 Feb 2011
Bluefin scooped a hat-trick of trophies at last night’s Corporate Adviser Awards ceremony in London.
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How to create a website that delivers business growth
9 Nov 2011
Ten tips to increase referrals
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How to create the ideal IFA business model
8 Sep 2011
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How to get the most out of email marketing
12 Mar 2012
Ten practical tips on keeping in contact with existing and lost clients, and working towards generating increased referrals.
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How to market your services without spending lots of money
11 Apr 2012
Marketing must be used strategically and over the long term to realise the benefits and yield results. And this need not cost a fortune.
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How to: charge your clients, get paid, and de-risk your business
10 Apr 2012
This month, our free local breakfast briefing will take place in: Exeter. A last few places are available; come and join us to listen to a line-up of the country’s leading RDR experts and get the latest guidance on adviser charging, outsourcing, using platforms and DFMs, and more.
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If you want to be the best, motivation's what you need
26 Sep 2011
How to generate a more engaged workforce and increase profits
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Increase in over 65s still in work, despite the recession - ONS
2 Mar 2011
An increasing number of people aged 65 and over have remained in work over the last decade, despite the recession, figures from the Office for National Statistics have shown.
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Invitation to RDR Breakfast Briefing - 29 September, Bournemouth
8 Sep 2011
On: 29 September 2011 – 07:45 to 10:15am
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It’s time to rethink your marketing
9 Feb 2012
Don’t take yourself for granted when creating your proposition
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Join us at your next local RDR Breakfast Briefing
12 Mar 2012
This Spring, Taxbriefs and the Money Marketing Academy are bringing a line-up of the country’s leading RDR experts to Cambridge and Exeter for two free breakfast briefing events that will give you the latest guidance on preparing yourself and your business for RDR.Cambridge - Wednesday 28th MarchTime: 07:45 to 10:15am
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Join us at your next local RDR Breakfast Briefing...
9 Feb 2012
This month, Taxbriefs and the Money Marketing Academy are bringing a line-up of the country’s leading RDR experts to both Brighton and Farnham for two, free, breakfast briefing events that will give you the latest guidance on preparing yourself and your business for RDR.Brighton - Wednesday 22nd February
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Jupiter appoints Philip Matthews as deputy manager on Nutt’s £2.5bn income trust
2 Mar 2011
Jupiter has appointed Philip Matthews as deputy manager on Anthony Nutt’s £2.5bn income trust.
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King: Inflation rate to remain high until well into 2012
2 Mar 2011
Bank of England governor Mervyn King believes that the inflation rate could remain above the 2 per cent target “until well into 2012”.
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Measure, Analyse, Action! The way to create the ideal IFA business model
11 Oct 2011
Revenues and profitability are important for any business, but for IFAs the demands of the Retail Distribution Review (RDR) are placing severe strain on both these metrics. Whether an IFA firm will survive and prosper post-RDR depends on the actions they take to resolve the issues.
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New R03 and AF5 revision days - book now
12 Mar 2012
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New tax planning strategies for advisers with HNW clients
24 Apr 2012
A one-day conference from Taxbriefs Financial Conferences to provide the latest insight and discussion of high net worth tax planning.
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Patron message: Helping you prepare for your AF5 exam
18 Mar 2011
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People don’t plan to fail AF exams – do they?
9 Feb 2012
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R03 Tax revision day - 23 May 2012
24 Apr 2012
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Sell something today
7 Sep 2011
When you are running a business and spending time giving advice, it is not always easy to find time to go out there and look for new business. This is unlike big companies that operate on the high street, who have rather large sales and marketing teams, and budgets, at their disposal.
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So how hard is it to achieve Chartered status?
29 Aug 2011
Are you thinking of continuing your studies to Level 6? Read exclusive insights from a seasoned CII examiner and find out about a brand new training programme starting this month.
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The 4 myths of R06
5 Dec 2011
Ian Patterson turns in his final eloquent, poignant, pithy, thought-provoking article exposing the naked truths about the Diploma exams – this week it’s R06.
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The 5 myths of R01
26 Sep 2011
In the second of his articles, Ian Patterson gives the lowdown on R01 – Financial Services, Regulation and Ethics.
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The 5 myths of R02
11 Oct 2011
In the third of his articles, Ian Patterson spills the beans on the R02 diploma exam – Investment Principles and Risk.
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The 5 myths of R05
29 Nov 2011
In his penultimate article on the common myths of the R0 exams, Ian Patterson sheds some light on R05 – Financial Protection.
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The 6 myths about R04
9 Nov 2011
There’s no avoiding pensions – so what do you need to know about R04 – Pensions & Retirement Planning? Ian Patterson spills the beans.
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Tomorrow's Client: cast your mind forward with Technical Connection
29 Aug 2011
What do advisers believe business life and client requirements will look like in 2013?
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Watch the Tomorrow's Client conference sessions
12 Oct 2011
PFS Tomorrow’s Client Conference – Looking forward to 2015 and beyond
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What do you feel Tomorrow's Client will expect and require from the financial planning professional?
29 Aug 2011
Read some of the IFA views given so far
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What’s the point of social media?
24 Apr 2012
Many people within financial services are still trying to get to grips with social media and don’t yet see its point. Unfortunately, not engaging with clients on social media is no longer an option. So, the sooner you get to grips with it, the better…
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Your route map to Chartered status
10 Jan 2012
If you have resolved this New Year to tackle the journey to Chartered Financial Planner status, then the Financial Adviser Academy’s Steve Davis can help you plan the route.
