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Miscellaneous

  • Many Routes to Chartered

    Posted by on January 22, 2019

    Are you working towards Chartered Financial Planner status?  Are you wondering where to start? Here, we explore the many...

    Brand Financial Training

  • Getting on in Financial Services – Is it all about qualifications?

    Posted by on August 30, 2016

    In striving to achieve qualifications in financial services, we can overlook other areas that can make a difference to...

    Brand Financial Training

  • What’s in a name? Brand to Standingford

    Posted by on April 9, 2015

    Choosing which surname to use in business is something that women struggle with a great deal.   This is especially...

    Brand Financial Training

  • The Changing Face of the Modern Paraplanner

    Posted by on June 11, 2013

    Written by Rebecca Lucas, Chartered Financial Planner Director, Lime Outsourced Paraplanning Ltd 13 years ago when I started in...

    Brand Financial Training

  • Which? fee-free mortgage advice service undercuts brokers

    Posted by on December 4, 2011

    Consumer champion Which? has thrown open their controversial free mortgage advice service to the public. The service is funded...

    Brand Financial Training

  • What the gender ruling means to financial firms

    Posted by on March 14, 2011

    Financial services firms will have to overhaul pricing of insurance, annuities and health cover following the European Court of...

    Brand Financial Training

  • Money can’t buy the benefits of pro bono work

    Posted by on September 21, 2010

    Insurance and financial services professionals shy away from pro bono work because many do not see the benefits of...

    Brand Financial Training