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A decade of the SJP Academy: changing the face of advice

Quilter Financial Advisers names Brooks Macdonald s Keane-Munday as national sales director

Is it worth being chartered, certified and a Fellow of the PFS?

Advisers in the early stages of their careers may have questions about the higher professional qualifications that cannot be answered by looking at the exam bodies’ websites. Some may be wondering if it is worth gaining chartered, certified or both designations.

Quilter Financial Adviser School goes digital for level 4 exams

11 th February 2021 8:12 am Quilter Financial Planning has moved its level 4 courses fully online for students studying to become a financial planner, Money Marketing has learned. The move was in the pipeline for a number of months, but has now been accelerated as a result of the coronavirus pandemic. Head of training at the Quilter Financial Adviser School Julian Hince tells Money Marketing: “It’s quite bizarre to think many of us have been working from home for almost a year. In a way it’s been a huge experiment, which probably told us what we already expected, that you can deliver this kind of content training online.”

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