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26

Insights

Career story: studying retirement planning and working towards chartered

May 06, 2022
Juno Baker
Matthew Goodall has been working in regulated advice for around ten years, but as a financial adviser wanted to know more about pensions and later-life planning for his clients. He tells us about studying the Level 6 Financial Planning in Retirement qualification, how it’s helping his career and why he’s working towards chartered.
Career story: studying retirement planning and working towards chartered

Career story: studying retirement planning and working towards chartered

May 06, 2022
Juno Baker
Career story: studying retirement planning and working towards chartered

Jobs in finance: How do I get CTFC certified?

May 03, 2022
Juno Baker
As regulatory pressure continues to grow in the trade finance arena, the Certificate in Trade Finance Compliance (CTFC) will give you the knowledge and understanding needed to prevent trade-based financial crime. In this article, we answer five questions that people regularly ask about CTFC, including how to register and the value CTFC will bring to your career.
Jobs in finance: How do I get CTFC certified?

Jobs in finance: How do I get CTFC certified?

May 03, 2022
Juno Baker
Jobs in finance: How do I get CTFC certified?

Career story: learning from experts with Certified Fintech Practitioner

Apr 28, 2022
Juno Baker
An experienced wealth manager, studying for a PhD on the impact of robo-advice, Addo Boadum tells us what makes the Certified Fintech Practitioner (CFP) course exceptional and how the learning is helping him in his new role.
Career story: learning from experts with Certified Fintech Practitioner

Career story: learning from experts with Certified Fintech Practitioner

Apr 28, 2022
Juno Baker
Career story: learning from experts with Certified Fintech Practitioner

How to get your CeMAP qualification

Apr 25, 2022
Juno Baker
If you're a people person who enjoys networking and helping customers, you may find a career in mortgage advice very rewarding. The Certificate in Mortgage Advice and Practice (CeMAP) is the first step to becoming a mortgage adviser. On this page we answer your questions on studying CeMAP and launching your new career.
How to get your CeMAP qualification

How to get your CeMAP qualification

Apr 25, 2022
Juno Baker
How to get your CeMAP qualification

Career story: studying sustainable finance as an environmentalist

Apr 22, 2022
Juno Baker
What makes someone who works for an environmental NGO study sustainable finance? And how has understanding banking and finance helped her in set up and find partners for environmental projects?
Career story: studying sustainable finance as an environmentalist

Career story: studying sustainable finance as an environmentalist

Apr 22, 2022
Juno Baker
Career story: studying sustainable finance as an environmentalist

How to prepare for remote exams

Apr 19, 2022
Juno Baker
You’re ready to sit your professional qualification exam and have opted for remote invigilation. But what do you need to consider? We look at the space and equipment you’ll need to prepare and the practical steps you need to take to be ready for remote invigilation.
How to prepare for remote exams

How to prepare for remote exams

Apr 19, 2022
Juno Baker
How to prepare for remote exams

Trade finance and recertification

Apr 14, 2022
Juno Baker
Recertification and continued professional development (CPD) help the trade finance sector – and those who work within it – to maintain high professional standards. This is essential in the ever-evolving trade finance landscape.
Trade finance and recertification

Trade finance and recertification

Apr 14, 2022
Juno Baker
Trade finance and recertification

What can hackers really do?

Apr 11, 2022
Ouida Taaffe
There are many serious cybersecurity threats from expert hackers. However, you don’t have to be an expert to cause businesses major losses, Rik Turner tells Ouida Taaffe.
What can hackers really do?

What can hackers really do?

Apr 11, 2022
Ouida Taaffe
What can hackers really do?

CPD for CeMAP holders

Apr 08, 2022
Juno Baker
As a mortgage adviser, you know how important it is to keep up to date with what’s happening in the industry. But how should you approach continued professional development (CPD)? And where can you find the right learning for you?
CPD for CeMAP holders

CPD for CeMAP holders

Apr 08, 2022
Juno Baker
CPD for CeMAP holders