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26

Insights

Why financial advisers should consider CeMAP

Feb 10, 2022
Gordon Reid
Being qualified to advise on both mortgages and investments can help you and your business progress. Gordon Reid sets out three reasons why financial planners should do CeMAP – and why mortgage brokers might look at financial advice.
Why financial advisers should consider CeMAP

Why financial advisers should consider CeMAP

Feb 10, 2022
Gordon Reid
Why financial advisers should consider CeMAP

Building the future with apprenticeships

Feb 07, 2022
Karen Taylor
How can banks and financial institutions help build the future? For #NAW2022, Karen Taylor looks at how you can tap into their apprenticeship levy to recruit talented candidates, fund learning and development (L&D) and upskill your workforces.
Building the future with apprenticeships

Building the future with apprenticeships

Feb 07, 2022
Karen Taylor
Building the future with apprenticeships

Jobs in finance: working in asset finance

Feb 03, 2022
Mutahara Gofur
Asset finance helps businesses obtain the equipment or resources they need. If you’re good with people and enjoy negotiation, a career in asset finance could be for you. This page covers all you need to know about becoming and working in asset finance, including skills and qualifications.
Jobs in finance: working in asset finance

Jobs in finance: working in asset finance

Feb 03, 2022
Mutahara Gofur
Jobs in finance: working in asset finance

Career story: studying for Level 6 as a paraplanner

Jan 31, 2022
Juno Baker
Manchester-based, Alison Swift works as an adviser and analyst and has been in financial advice for 22 years. She tells us about studying for her Level 6 Advanced Diploma in Financial Advice, and how the qualification has helped her progress.
Career story: studying for Level 6 as a paraplanner

Career story: studying for Level 6 as a paraplanner

Jan 31, 2022
Juno Baker
Career story: studying for Level 6 as a paraplanner

How do I get CDCS certified?

Jan 28, 2022
Juno Baker
If you're considering a career in trade finance, learning about documentary credits is a good place to start. If you’re already working in documentary credits, why not consolidate your learning and get the certification? We answer five questions that people regularly ask about CDCS
How do I get CDCS certified?

How do I get CDCS certified?

Jan 28, 2022
Juno Baker
How do I get CDCS certified?

Career story: encouraging women into financial services

Jan 25, 2022
Juno Baker
Despite a successful career, Dawn Patrick struggled to land the right financial services role after having children. Now she’s a successful financial adviser supporting other women entering the sector.
Career story: encouraging women into financial services

Career story: encouraging women into financial services

Jan 25, 2022
Juno Baker
Career story: encouraging women into financial services

Why back-office technology matters to fintechs

Jan 20, 2022
Maria Philips
Maria Philips says fintech firms need to invest more in both risk and compliance technology and in the right risk management staff.
Why back-office technology matters to fintechs

Why back-office technology matters to fintechs

Jan 20, 2022
Maria Philips
Why back-office technology matters to fintechs

Career story: moving into trade finance with CDCS

Jan 17, 2022
Ouida Taaffe
SeungHyun Kang is an Assistant Manager at KB Kookmin Bank. She explains how studying CDCS helped her broaden her knowledge of trade finance and develop the career she wanted.
Career story: moving into trade finance with CDCS

Career story: moving into trade finance with CDCS

Jan 17, 2022
Ouida Taaffe
Career story: moving into trade finance with CDCS

What’s the difference between SRI and ESG?

Jan 13, 2022
Vera Spender Koubek
Sustainable finance is becoming increasingly important as the world tackles climate change. Vera Spender Koubek outlines the difference between two key elements of ‘ethical’ investing and explains how Covid-19 has increased demand for green investment products.
What’s the difference between SRI and ESG?

What’s the difference between SRI and ESG?

Jan 13, 2022
Vera Spender Koubek
What’s the difference between SRI and ESG?