View more on these topics

CISI sets up financial planner mentoring helpline

The Chartered Institute for Securities and Investment has set up a helpline for participants in its financial planning mentoring scheme.

The helpline, which is being supported by Schroders, will be open to mentors and mentees on the programme, which started on the first of January this year, looking for support in achieving professional financial planning qualifications.

The helpline will form part of the support on the scheme, which can be joined by mentees who are memebrs of the CISI and its financial planning forum, and mentors who hold the Certified Financial Planner designation.

CISI head of financial planning Jacqueline Lockie says: “We are delighted that Schroders has wholeheartedly backed this initiative to help us support and grow the financial planning profession for the public benefit.  The list of queries that Schroders can help answer is wide-ranging; from investment dealing, platforms, business consolidation and even human resources-related issues.

“By offering to provide those on the mentoring scheme with specialist help that might otherwise be hard or time-consuming to find, Schroders offers a tangible benefit for those taking the time to participate in the scheme and grow the profession.”

Recommended

2

How to become a financial adviser: diplomas, degrees and workplaces

Information on how to become a financial adviser is sparse. Money Marketing speaks to advisers about what the requirements really are and how best to meet them. Speaking to financial advisers and planners today, each will have a unique and varied story about how they entered the profession. There are more than a handful of pathways […]

Nick Train: ‘Today’s politics are horrible’

Star manager Nick Train has described much of the current global political climate as “horrible”, but has sounded an optimistic note about the prospects for equity investors in 2019 on the back of heightened corporate activity. In the January update for the flagship Lindsell Train Investment Trust, Train writes that while equities took a beating […]

computer working business

2,300 advisers join SimplyBiz’s back end offering

Compliance provider SimplyBiz has seen around 2,300 advisers adopt its end-to-end investment system Centra since its April launch. The system aims to be a one-stop-shop for advisers and includes goals-based planning tools, product research, suitability report processing and a centralised investment process offering backed by an independent committee. SimplyBiz co-chief executive Matt Timmins says: “Advisers […]

Global equity market views

Will Kenney, Senior Fund Manager presents the latest video update from our Global Equity team. Will discusses the economic factors that are emerging and how these are impacting their outlook. Watch the video here. Past performance is not a guide to future performance. The value of investments and the income from them is not guaranteed […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment

    Close

    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

    Email: customerservices@moneymarketing.com