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Personal Finance Professional SUMMER 2020

Issue date: May 2020

In this issue...

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President's blog - Adam Owen

Wednesday 20th May 2020
Adam Owen explains why a little empathy goes a long way
Open-access content
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The Big Ten

Wednesday 20th May 2020
The CII Financial Assess package tests your knowledge of key financial topics
Open-access content
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Getting technical

Wednesday 20th May 2020
Technical Connection respond to questions on capital gains tax and pension drawdown
Open-access content
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CII radio

Wednesday 20th May 2020
The podcast series from the Chartered insurance Institute (CII) and PFS, CII Radio, is continuing to broadcast during the pandemic, with relevant content aimed at keeping both members and non-members up to date with the latest topics from across the sector, as well as giving listeners an insight into the work of the CII and the PFS.
Open-access content
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PFS works with Pearson to attract next generation of advisers

Wednesday 20th May 2020
The PFS has teamed up with Pearson to create a pathway into a career in the financial advice profession.
Open-access content
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A World Of Promise report launched

Wednesday 20th May 2020
The Chartered Insurance Institute (CII) has published the second annual edition of the A World Of… series – A World Of Promise – showcasing the work of regulators, employers, institutes, educationalists and individuals, in eight areas
Open-access content
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Education - online skills

Wednesday 20th May 2020
How the My Personal Finance Skills programme is going online
Open-access content
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Remote working

Wednesday 20th May 2020
Lessons for advisers on coping with coronavirus
Open-access content
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Power videos

Wednesday 20th May 2020
"Skills vdeos on the PFS Power website feature advisers sharing good practice"
Open-access content
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Life lessons

Wednesday 20th May 2020
"Examining life and health insurance protection during Covid-19 "
Open-access content

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