View more on these topics

threesixty launches training faculty

Threesixty services is launching a new financial services training faculty for IFAs.

The service is designed to help members of staff obtain the Certificate in Financial Planning or the Certificate for Financial Advisers qualifications.

It is specifically geared towards admin staff after threesixty research found a differentiating factor between IFA firms is the quality of the back office staff.

The initial launch covers the CF1/Cefa1 course, with all other modules becoming available by the end of March 2006, and will cost 75 per candidate, exclusive to threesixty clients.

threesixty partner David Ingram says: We hope that the creation of this faculty will help to motivate both employers and employees to differentiate themselves from the rest of the field.

Our research into IFA best practice has revealed a general agreement in the industry that qualified administration staff more than make up for any additional salary by providing compliance and report writing services to the advisers. In fact, where reports are not produced by advisers but by qualified internal staff, the IFA often feels that there is a greater level of accuracy, consistency and adherence to compliance.

Recommended

Cofunds appoints head of strategic development and marketing

Cofunds has appointed Anthony Wolfe from BNP Paribas as head of strategic development and marketing. Wolfe was responsible for business development at BNP from 1994 to 2005 and joins Cofunds to help the platform evaluate market opportunities and shape its strategic direction. He will also have director responsibility for marketing and fund manager relations. Wolfe […]

HSBC investments makes two hires from Axa MM to its multimanager team

HSBC Investments has appointed James Hughes and Nicholas Pothier as head of its UK multi-manager range and portfolio manager on the range respectively.Hughes joins from Axa Multi-Manager where he was a portfolio manager and lead researcher on UK asset classes. Pothier also joins from Axa MM where he was a portfolio manager as well as […]

Crazy frog

The Pensions Commission should take a lesson from a Far Eastern allegory

Civil rights

My partner and I want to ensure our financial arrangements are in order as we are about to have a child. As we are both female, I am aware that we need to be more organised than other couples, especially should anything happen to either of us.

Artemis Global Income: Making sense of global markets

The rally in cyclical ‘value’ stocks paused for breath in February, as investors took a more cautious tone and switched their attention back to defensive areas. In this article, Jacob de Tusch-Lec, manager of the Artemis Global Income Fund, explains how he has positioned the portfolio, given the many economic, geopolitical and policy risks that […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment