Insights

If your in customer services, how can you support customers who find themselves in financial distress? Interest rate rises, out of control inflation, supply chain disruption and an all-round increase in the cost of living are creating financial hardship – particularly among borrowers.

If you’re a practising financial adviser – or involved with insurance distribution or delivering pension transfer advice – you must do CPD. As a paraplanner or mortgage adviser, you should also keep up with what’s happening in the industry. Sue Wiggins, our CPD Manager, shares her tips for where to find and how to approach CPD.

If you’re a financial adviser looking to help clients prepare for the long term, our Level 6 in Financial Planning in Retirement (FPIR) will help. It will also set you on the road to chartered status, but the assessment is different to most qualifications. Sue Wiggins outlines how you will be assessed for FPIR, and shares her advice on the best approach to success.

Ahead of World Environment Day, Nadim Choudhury – our Head of Careers and Employability – explores three exciting career paths for those wanting to make a change in the world through sustainable finance.

Despite your best intentions, it can be difficult to keep up with continuous professional development (CPD) and find something worth doing. Our expert professionals share their top tips on how to approach CPD.

Are you anxious about returning the office? Perhaps you feel overwhelmed with the change in pace and work volume, stressed by the commute or anxious about workplace politics. Nadim Choudhury, our Head of Careers and Employability, shares his tips on how to manage work-related anxiety.

If you're a banking professional with at least ten years in the finance sector, you probably have more expertise than you realise. PER is an opportunity to reflect on your career and consolidate what you’ve learned – and could set you on the path to chartered status.

Most people who’ve studied our courses, professional qualifications or degree programmes enjoy rewarding careers in banking and finance. For National Careers Week, we share what they’ve told us about their jobs and what they love about working in the sector.

As the industry-standard qualification, CeMAP will enable you to launch your new career. This page offers advice to help you successfully complete the CeMAP qualification – from studying to taking the exam.