Competence and qualifications

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The Financial Conduct Authority (FCA) has published its quarterly consultation on proposed miscellaneous amendments to the Handbook. As someone interested in exam qualifications and pension exams in particular, I was interested to read, ‘The FCA proposed changes concern the Training & Competence sourcebook list of appropriate qualifications and the new qualifications and amendments to TC Appendix 4 2.4 proposing the addition of one new qualification for the following qualification provider: Chartered Institute for Securities and…

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Dubbed by friends and colleagues “The Pensions Professor”, John Reynolds is widely acknowledged as one of the country’s leading experts in the financial services education sector. He has spent 20 years teaching, consulting, mentoring and writing on the subjects of pensions and investments. John’s unique ability to take his years of experience and technical knowledge and present it in an easy to understand format, has resulted in his talents being very much in demand. His portfolio of corporate clients include CII, Lloyds, Scottish Widows, Santander and Wesleyan; as well as numerous IFA clients whom he provides technical consultancy, mentoring and training on client case studies and staff training.. He has put his extensive expertise (and heart and soul!) into developing the expertpensions (EPL) proposition. EPL is a structured and interactive technical exam training programme for IFAs. It's designed to give financial advisors the required technical knowledge, study strategy and exam technique to confidently sit and pass the AF1, AF3, AF4 and AF5 exams. Its online, it's fully supported, structured and designed to help advisers reach Chartered Financial Planner status quicker. It's ready to help your advisers reach chartered status

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