A financial planning trainer has told Money Marketing that it has seen a six-fold increase in the last two years from investment and wealth managers signing up to take the Chartered Institute for Securities & Investment (CISI) level 7 financial planning case study assessment courses.
The Morning Briefing: Wealth manager appetite and avoiding FOMO moneymarketing.co.uk - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from moneymarketing.co.uk Daily Mail and Mail on Sunday newspapers.
NextGen Planners will this week kick off a free 60-day challenge to help financial planners working on the level 6 advanced certificate in financial planning from the Chartered Institute for Securities and Investment (CISI).