Education, education, education


I have read some interesting articles recently regarding education for advisers and these have raised some very interesting issues. For many years, other than internal company licences for products, there were no formal qualifications for advisers. In the early ‘90s, the Financial Planning Certificate was introduced. Whilst the exams were quite basic, I passed them all in I one sitting, there was quite a cull of advisers who could not pass those tests. My thoughts…

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