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New syllabus aims to 'relaunch' certified planner status
FTAdviser Podcast
English - May 24, 2019 12:16 - 15 minutes - 14.4 MBInvesting Business News Business News ftadviser ftadviser podcast the ftadviser podcast financial advice financial advisers financial advisors pensions investing investment portfolios regulation Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Populism will 'continue to dominate' US markets
Next Episode: Senior managers regime is ‘seismic shift’ for advisers
The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode Jacqueline Lockie, head of financial planning at the Chartered Institute for Securities & Investment, explains why the body has updated its certified financial planner syllabus and how this will help it reverse the decline in advisers holding this designation. She also discusses how the profession can benefit from large companies such as Lloyds returning to the advice market.
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