professional development planning

Practice Development: The Danger Of Promoting A Competent Adviser

February 7, 2025

A genuine danger in practice development is promoting a competent adviser to a role which they are unable to perform well in. In any organisation there is a real risk that a person is encouraged…

Read more

New Thinking In Professional Development For Financial Advisers

January 10, 2020

One of the positive changes for financial advisers in this part of the world in the last year was a broadening of what can be considered Continuing Professional Development (CPD). Now, instead of solely focussing…

Read more