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Advice process

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What it takes to become a Chartered financial adviser

Wednesday 8th December 2021
Meet Lindsay Hallford and Kirsty Stone, both financial advisers at national Chartered financial planning firm The Private Office
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Opinion - Turbulent times

Thursday 2nd December 2021
Matthew Connell examines the effect of the recent Budget on the advice market and wider economy
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Personal Finance Awards - Winning ways

Thursday 2nd December 2021
Liz Booth meets two winners of this year’s Personal Finance Awards who believe that responding to the challenges which the financial planning profession is facing head on will ensure better overall outcomes for clients
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Finding financial freedom

Thursday 2nd December 2021
Emma Ann Hughes reports on the key takeaways from the  latest PFS virtual conference
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Shaping the Future Together

Thursday 2nd December 2021
"As a professional body, we know we can only provide our members with the support and services they want if we truly understand their needs. That is why the Shaping the future together consultation is  so important"
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Women's wealth

Thursday 2nd December 2021
Aamina Zafar examines ways to connect with the largely untapped women’s advice market
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The return of face-to-face events

Thursday 2nd December 2021
Bobbi Sills highlights five key takeaways from the PFS Retirement & Investment Specialist Regional Roadshows
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Power up - the new PFS Power panel

Thursday 2nd December 2021
Megan Miller introduces a refreshed PFS Power panel
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President's opinion - The power of advice

Thursday 2nd December 2021
PFS president Sarah Lord looks back at a tumultuous year and highlights the need to showcase the benefits of financial advice
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Q&A - Winter 2021

Friday 26th November 2021
The CII Financial Assess training package tests your knowledge of key financial topics
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