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26

Insights

Paraplanning: how to include customers’ ESG preferences in suitability reports and fact-finds

Sep 23, 2020
Malini Rajendran
If you're a paraplanner, read our five tips on discovering your customers' ESG preferences for suitability reports. They'll help you with your fact-find and help you build a more sustainable relationship with clients.
Paraplanning: how to include customers’ ESG preferences in suitability reports and fact-finds
Clear light bulb with small green shoot inside

Paraplanning: how to include customers’ ESG preferences in suitability reports and fact-finds

Sep 23, 2020
Malini Rajendran
Paraplanning: how to include customers’ ESG preferences in suitability reports and fact-finds

Why qualify to advise on protection and insurance

Sep 21, 2020
Ouida Taaffe
As consumers increasingly demand financial cover, a recognised qualification will help you prove your value as an adviser.
Why qualify to advise on protection and insurance
A badger peeping out between trees

Why qualify to advise on protection and insurance

Sep 21, 2020
Ouida Taaffe
Why qualify to advise on protection and insurance

Covid-19, universities and how to get the right support

Sep 14, 2020
Mutahara Gofur
Starting university is a key milestone in your life. But Covid-19 has made things different this year. Mutahara Gofur outlines how the coronavirus pandemic has changed student life in 2020 and offers tips to help you prepare for your degree course.
Covid-19, universities and how to get the right support
pile of different coloured books

Covid-19, universities and how to get the right support

Sep 14, 2020
Mutahara Gofur
Covid-19, universities and how to get the right support

Thought leadership: the future of business banking – bigdata, banks and SMEs

Sep 11, 2020
Ouida Taaffe
Thought leadership: the future of business banking – bigdata, banks and SMEs
SME Data

Thought leadership: the future of business banking – bigdata, banks and SMEs

Sep 11, 2020
Ouida Taaffe
Thought leadership: the future of business banking – bigdata, banks and SMEs

Why finance employers should consider higher and degree-level apprenticeships

Sep 07, 2020
Karen Taylor
Why finance employers should consider higher and degree-level apprenticeships
Skyscrapers towering up into the sky

Why finance employers should consider higher and degree-level apprenticeships

Sep 07, 2020
Karen Taylor
Why finance employers should consider higher and degree-level apprenticeships

Jobs in finance: What does a protection adviser do?

Sep 04, 2020
Katie Benham
If you’re interested in financial services, you’ve got good people skills and care about customers' wellbeing, protection advice could offer you a rewarding career.
Jobs in finance: What does a protection adviser do?
Cut-out house cupped in hands

Jobs in finance: What does a protection adviser do?

Sep 04, 2020
Katie Benham
Jobs in finance: What does a protection adviser do?

How we developed our CeMAP Tuition Videos

Sep 03, 2020
Juno Baker
How we developed our CeMAP Tuition Videos
Video camera

How we developed our CeMAP Tuition Videos

Sep 03, 2020
Juno Baker
How we developed our CeMAP Tuition Videos

Thought leadership: the future of business banking – alternative data and SMEs

Sep 01, 2020
Ouida Taaffe
Thought leadership: the future of business banking – alternative data and SMEs

Thought leadership: the future of business banking – alternative data and SMEs

Sep 01, 2020
Ouida Taaffe
Thought leadership: the future of business banking – alternative data and SMEs

Sustainable finance: alternative funding mechanisms for a green economy

Aug 24, 2020
Ouida Taaffe
Sustainable finance: alternative funding mechanisms for a green economy
Planting-bank-notes

Sustainable finance: alternative funding mechanisms for a green economy

Aug 24, 2020
Ouida Taaffe
Sustainable finance: alternative funding mechanisms for a green economy