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26

Insights

Jobs in finance: what makes a good paraplanner?

Jun 29, 2020
Ashley Wiltshire
Read these top tips on the skills and personal qualities paraplanners need to be successful and to provide the best service they can to financial advisers.
Jobs in finance: what makes a good paraplanner?
A planning book dated 2020

Jobs in finance: what makes a good paraplanner?

Jun 29, 2020
Ashley Wiltshire
Jobs in finance: what makes a good paraplanner?

How to build consumer confidence in financial services

Jun 29, 2020
John Somerville
Why do so few UK consumers have mortgage protection or life assurance? Many aren't insured for a rainy day, and some may face a precarious future. We look at the scale of the problem and how the financial services sector might fix it.
How to build consumer confidence in financial services
Rainy window with lights

How to build consumer confidence in financial services

Jun 29, 2020
John Somerville
How to build consumer confidence in financial services

Taking exams in lockdown

Jun 05, 2020
Heather Tilston
The Covid-19 pandemic closed exam centres in early March. To help our students, LIBF is making CeMAP and other regulatory exams available remotely from mid-June, following rigorous testing and a number of successful pilots.
Taking exams in lockdown
Laptop and plant

Taking exams in lockdown

Jun 05, 2020
Heather Tilston
Taking exams in lockdown

How to support mortgage clients through Covid-19

Jun 03, 2020
John Somerville
How can you as a mortgage adviser help your clients prepare for the post-Covid economy and give them the support they need now?
How to support mortgage clients through Covid-19
House key ring

How to support mortgage clients through Covid-19

Jun 03, 2020
John Somerville
How to support mortgage clients through Covid-19

How the finance sector can lead us out of crisis

Jun 02, 2020
Rob Thompson
Covid-19 has seen retail banks and financial services companies working closely with government and innovating to help customers through the pandemic. Will banks have a greater role in addressing global societal issues? And will they lead us out of the crisis?
How the finance sector can lead us out of crisis
Light bulbs hanging with one in front

How the finance sector can lead us out of crisis

Jun 02, 2020
Rob Thompson
How the finance sector can lead us out of crisis

How we can support your CeMAP studies

May 26, 2020
Juno Baker
If you're studying CeMAP and are looking for extra resources to help you succeed, we offer additional support at the London Institute of Banking & Finance. From revision tools, and specimen exams to online forums and support from industry experts, there's something for everyone.
How we can support your CeMAP studies
house-1407562_1920

How we can support your CeMAP studies

May 26, 2020
Juno Baker
How we can support your CeMAP studies

Financial advice firms: getting ready for SMCR – what you need to do

May 19, 2020
Julie Pardy
Find out what you need to know to be sure of meeting the Financial Conduct Authority's (FCA's) SMCR deadline. Get advice on the SMCR's biggest challenges, what you need to identify, measure and validate, the additional training your staff may need and the best way to address new requirements under 'fit and proper' conduct.
Financial advice firms: getting ready for SMCR – what you need to do
Keyboard, notebook and calendar

Financial advice firms: getting ready for SMCR – what you need to do

May 19, 2020
Julie Pardy
Financial advice firms: getting ready for SMCR – what you need to do

Financial advisers and social distancing

Apr 08, 2020
Juno Baker
Are you a financial adviser in lockdown? Find out how to communicate with customers, adapt your work and get yourself, and your company, ready for when this crisis is over.
Financial advisers and social distancing
Plant and laptop in a window

Financial advisers and social distancing

Apr 08, 2020
Juno Baker
Financial advisers and social distancing

Doing well by doing good?

May 07, 2019
George Graham
George Graham discusses the business case for ESG investing by pension funds and looks at how to make investment portfolios more sustainable.
Doing well by doing good?
graham-carbon

Doing well by doing good?

May 07, 2019
George Graham
Doing well by doing good?