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Education & Training
Matthew Cowan, CISI

CISI partners with Kuwaiti university to expand financial syllabus

Tue, 18/07/2017 - 08:35

The Chartered Institute for Securities & Investment (CISI), the professional body that sets global standards for the financial planning, wealth management and capital markets professions has partnered with the Gulf Financial Center (GFC) of the Gulf University for Science and Technology (GUST) to embed CISI certifications into finance degrees. »

Morgan Stanley launches sustainable investing education course for financial advisers

Wed, 14/06/2017 - 10:00

Morgan Stanley has launched a sustainable investing e-learning education program directly to the desktops of each of its approximately 16,000 Financial Advisers. »

Lendy launches P2P educational videos

Mon, 22/05/2017 - 13:27

Lendy, a peer-to-peer (P2P) secured lending platform, is launching a range of educational videos which it says will help to bring P2P lending to life. »

First UK social investment manual for financial advisers launches

Thu, 11/05/2017 - 13:36

Worthstone, the impact investment hub for financial advisers, has launched the UK’s first social investment training manual and competency mark for financial advisers. »

Joe Dabrowski, PLSA

PLSA launches LGPS employer guide outlining best practice

Wed, 29/03/2017 - 09:13

The Pensions and Lifetime Savings Association (PLSA) has launched the second in a series of guides aimed at helping new and participating employers in the Local Government Pension Scheme (LGPS). »

Julian Mund, PLSA

PLSA launches guide to indices and benchmarks

Wed, 15/03/2017 - 10:04

The Pensions and Lifetime Savings Association (PLSA) has launched a Made Simple Guide to indices and benchmarks, sponsored by FTSE Russell. »

Mike Thompson, Barclays

Financial services apprenticeship standard gains support

Wed, 15/03/2017 - 08:23

Six professional bodies in the banking and financial services industry have lent their support to the Financial Services Professional Apprenticeship. »

Young investment manager achieves highest level professional qualification

Mon, 06/03/2017 - 13:57

Robert Feather, an investment manager with Leeds-based boutique investment firm Myddleton Croft, has completed the CISI Chartered Wealth Manager Qualification, the highest level of professional qualification in his field. »

American College of Financial Services launches scholarship for African Americans

Tue, 28/02/2017 - 09:30

The American College of Financial Services has launched a scholarship programme aimed at increasing the number of African Americans in the financial services profession. »

George Farrah, Bloomberg BNA

Bloomberg BNA portfolio helps navigate transfer tax issues

Mon, 09/01/2017 - 15:18

Bloomberg BNA has released a new tax management portfolio that focuses on tax considerations for structuring estate planning transactions with carried interests in hedge funds and private equity funds. »


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