After co-hosting an incredibly successful Commonwealth Games, Birmingham’s NEC is now turning its attention to welcoming the financial planning community to the hotly anticipated return of the PFS Festival of Financial Planning.
The PFS today unveils an expansion to its financial education programme, My Personal Finance Skills, with the inclusion of a financial education module as part of the Duke of Edinburgh Bronze Award.
The Chartered Insurance Institute (CII) has teamed up with Pearson to support the launch of T Levels, a new route into a rewarding career in the insurance and personal finance profession.
Amid the cost-of-living crisis and the post-pandemic ‘great resignation’ trend, financial planners have revealed what they are doing to attract and retain talent.
Sarah Lord, president of the PFS, kicked off the first ever Ambassadors in Action conference alongside Peter Blanc, president of the CII, by highlighting how both the personal finance and insurance profession recognise the importance of attracting and retaining talent to ensure there are more qualified individuals able to raise public trust in protection and the power of financial planning.
Financial planners and insurance professionals who have excelled in helping peers develop their careers were applauded at the Volunteer Awards ceremony in May.
