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Adviser Guides

Guide to Statements of Professional Standing

Published by FTAdviser | Jun 21, 2012

A statement of professional standing will provide customers with evidence that the adviser subscribes to a code of ethics, is qualified, and has kept their knowledge up to date.

What must advisers do to obtain a statement of professional standing? What can they expect from providers of such certificates?

FTAdviser’s Guide to Statements of professional standing will explain how to pick the right accredited body for you, what you must do to meet the standards required and the cost for your business.

Answers supplied by Sue Wiggins, CPD manager of the Institute of Financial Services, Sue Leech, education director at the Institute of Financial Planning, and Steve Jenkins, director of financial services and insurance markets at the Chartered Insurance Institute.

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