View more on these topics

CFA plans to boost exam to level four

The CFA Society of the UK says it plans to bolster its investment management certificate by September so that it qualifies as QCF level four instead of QCF level three.

In last week’s Money Marketing, advisers called for the Chartered Insurance Institute to recognise the IMC as degree level rather than A-level.

CFA Society of the UK director of education Peter Watkins says: “We are working to ensure this qualification route becomes retail distribution review-compliant by September when we plan for the IMC to become a level four qualification, meeting the RDR core standards.

“It is understandable that the CII are not able to work the current IMC into their level four diploma but we note the reasonable request from the advisers quoted in your article for mutual recognition of qualifications between the awarding bodies. We will pursue this with the appropriate bodies when RDR-compliant exam routes stabilise later this year.”


LibDems would keep the FSA and cut £10bn

The Liberal Democrats have set out the key pillars of their economic manifesto which include plans to separate banking functions and keep the FSA as the UK’s financial regulator. At the Demos Politics 2010 series in London on Monday, Shadow Chancellor Vince Cable said: “A modern version of Glass Steagall is required separating retail and […]

Tech winners keep on winning

By Ali Unwin, chief technology officer & fund manager, Neptune Artificial intelligence, driverless cars, big data. As technological advancements – and disruption – increasingly dominate headlines, Ali Unwin sets out six key themes he is watching in 2017. Read more Important Information Investment risks Neptune funds may have a high historic volatility rating and past performance […]


News and expert analysis straight to your inbox

Sign up


    Leave a comment


    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm