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26

Insights

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?

How to become a better protection adviser

Jan 10, 2022
John Somerville
Whether you’re a paraplanner, or a financial or mortgage adviser – if you work in regulated advice, you need to start by asking the right questions. John Somerville outlines how to approach getting clients the best protection they need.
How to become a better protection adviser

How to become a better protection adviser

Jan 10, 2022
John Somerville
How to become a better protection adviser

Career story: from investment bank to fintech startup

Jan 07, 2022
Juno Baker
Toni Mitchell joined an investment bank in 2000 as an apprentice and worked there for 21 years. She was interested in digital banking and ready for a new challenge. So she applied for the Women in Fintech scholarship and joined our Certified Fintech Practitioner course in the autumn.
Career story: from investment bank to fintech startup

Career story: from investment bank to fintech startup

Jan 07, 2022
Juno Baker
Career story: from investment bank to fintech startup

Capital risk, climate change and regulation

Jan 04, 2022
Paul Howard
Paul Howard gives an overview of the PRA’s current thinking on managing climate-related financial risk. He examines what bank boards and senior managers should look out including climate risks in supervisory assessment, ESG skills and the capital framework.
Capital risk, climate change and regulation

Capital risk, climate change and regulation

Jan 04, 2022
Paul Howard
Capital risk, climate change and regulation