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Personal Finance Society
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Personal Finance Society
Apr 23 2024
PFS launches SDR and anti-greenwashing course for advisers
New Voices
Mar 28 2024
Circumventing the barriers to a career in advice
Personal Finance Society
Feb 19 2024
PFS identifies adviser training gaps with consumer duty tool
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Feb 12 2024
PFS mulls bespoke PII for members
Sustainable Investing
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Half of firms fail to check for greenwashing, PFS finds
Chartered Insurance Institute
Jan 30 2024
CII membership director to exit earlier than planned
Chartered Insurance Institute
Jan 15 2024
CII names Matthew Hill as new chief executive
Your Industry
Jan 15 2024
Aberdein Considine expands planning arm into Edinburgh
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Chartered Institute for Securities & Investment
Jan 9 2024
New from FT Adviser: CISI accreditation for CPD
Work and wellbeing
Dec 19 2023
Pastoral care: one of the adviser's other roles
Chartered Insurance Institute
Dec 18 2023
Alan Vallance to leave CII earlier than planned
Personal Finance Society
Dec 15 2023
PFS interim chair steps down after just 5 months
Chartered Insurance Institute
Dec 1 2023
AGM hears CII recorded losses in 2022 for third year running
Personal Finance Society
Nov 30 2023
Former PFS board member voices 'grave concerns' in open letter
Personal Finance Society
Nov 13 2023
CII and PFS seek financial planning firms for pilot scheme
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Nov 6 2023
‘Financial wellbeing is where the puck is headed’
Your Industry
Nov 3 2023
Adviser shares 10 tips for ‘stellar client service’
Personal Finance Society
Oct 31 2023
PFS reiterates that CII cannot use funds without approval
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