The coronavirus pandemic has heightened awareness around wellbeing and while financial advisers continue to play a key role in supporting their clients, many will also be impacted personally and need additional support.
In just 45 minutes, industry-leading fund managers debate relevant themes and talk about what they’ve learnt from being a fund manager during the Covid-19 pandemic and where they see the growth opportunities for investors going forward.
Since the government’s coronavirus restrictions were introduced, the Chartered Insurance Institute’s Connect e-mentoring scheme has continued to thrive.
The PFS Digital library has provided continuing professional development (CPD) to more than 17,000 individuals, through 32,000 hours of engagement since the start of 2021. The digital programme has been well received, with more than 90% of attendees scoring the sessions 4 or 5 out of 5.
The CII has now introduced digital membership cards. Members can access their card in the membership section of their My CII dashboard – where it can be saved, shared and downloaded to a desktop or mobile device.
What students, schools and financial advisers gain from taking part in My Personal Finance Skills sessions is explored by ITN Productions Financial Wellbeing programme.
At RSMR’s virtual conference in November 2020, they asked participants from the advisory community what they would value most from virtual engagement during the months ahead.
