Did you know that most advisers inadvertently shoot themselves in the foot when studying for finance exams? And that's why they have to resit them over and over again.
Take this short quiz to find out what sort of a learner you are, and watch the short video to discover how to ensure exam success.
Lysette Offley, Genius Material
The latest published CII pass rates for 2025 show a mixed but encouraging picture for candidates preparing for exams across Financial Planning, Advanced Financial Planning, Mortgage Advice and related qualifications.
Looking ahead to a number of pressing issues and potential catalysts that could impact markets. We explore five key questions investors may be asking.
We’ve enhanced some of the features within our app to help customers engage more with their savings and achieve better outcomes in the future. Our new financial wellbeing service is designed to help your clients build stronger business resilience and help their employees take greater control of their financial futures. We’re already seeing some positive interaction with the service, and we’ve recently made it even easier for customers to access it via our mobile app.
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