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Exam incentive to greater qualification

IFAs completing both the Financial Planning Certificate and Mortgage Advice Qualification can now go forward with a half credit towards the higher level Advanced Planning Certificate.

The decision by the Chartered Insurance Institute and the Society of Financial Advisers supports the regulator&#39s wishes to see greater incentives for people to go beyond the regulatory minimum qualifications.

It is intended to make it easier for advisers to move up to AFPC or, for those already hold it, enhance their professional standing.


Outside Edge – Robert Reid

When I heard the phrase Advice First, I was pleased that some of mycomments in the past such as “planning before product” had finally takenroot in the IFA mindset. But I was to be disappointed as this phrase wasthe new name for the IFAP/Aifa joint promotion company. Some time ago, I was asked whether I […]

Schroders – North American Fund

Friday, 1 June 2001.Type: Unit trust.Aim: Growth by investing in North American companies.Minimum investment: Lump sum £1,000, monthly £25.Investment split: 100 per cent in North America.Isa link: Yes.Pep transfers: Yes.Charges: Initial 5.25 per cent, annual 1.5 per cent.Commission: Initial 3 per cent, renewal 1.5 per cent for Isa and Pep transfers only.Tel: 0800 718777. 

Investors &#39still switched on to technology funds&#39

Technology funds are continuing to grab the attention of investors despite recent lacklustre performance, according to online price and performance information provider Trustnet. The fund receiving the most hits from users of the website in April was Aberdeen Asset Managers&#39 technology unit trust, while three further tech funds appear in the top 20. But the […]

Reasons to be cheerful

Two of the fundamental principles on which life products are based will be overhauled when the FSA reviews with-profits. The regulator will look at the concepts of policyholders&#39 reasonable expectations and financial strength as it moves to address some of the bigger financial services issues to hit the headlines over the last year. The definition […]

Jelf flexible benefits

In Focus: How to choose a flexible benefits provider — seven top tips

Jelf Employee Benefits looks at some of the key considerations employers should think about when reviewing and choosing a flexible benefits provider. Choosing the right benefits for your employees is one thing but delivering a successful employee benefits strategy is about understanding the complete picture and delivering it in a personalised way so that it resonates with each and every individual in your business. 


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