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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.


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