Training
Personal Finance Society appoints ‘champions’ to promote chartered status
The Personal Finance Society has appointed 21 financial planners as ‘chartered champions’ across the UK.
Broker Expo gains CII accreditation
The Chartered Insurance Institute has confirmed that the Broker Expo has received official accreditation as the 2010 event opens for registration.
PB offers opportunities to enhance leadership and marketing skills
Professional Broking, the management magazine for broker managers, is pleased to offer some excellent training courses for its readers starting in September.
Data quality: Staying in charge of your data
If the Financial Services Authority has concerns over the accuracy of your data processing, it might demand that you implement a new system as well as impose significant fines, writes Ian Singer.
Broking success - Sydney Packett & Sons: Prized Packett
Emmanuel Kenning meets a family-owned broker with an illustrious past and bright future specialising in small and medium-sized enterprise, charity and training insurance.
First Zurich apprentices qualify
The first people at Zurich to undergo a new industry-driven insurance apprenticeship have qualified at their Cardiff location.
CII outlines new London Market qualification
The Chartered Insurance Institute has outlined its new award in London Market Insurance to be launched in July.
PB Week: World Cup time
On Friday it is the start of the World Cup and some industry pundits give their verdict on who is going to win in the latest PB Week.
The PB Interview: New model broker
Andrew Tjaardstra meets Stuart Williams, a director at Nottinghamshire-based broker Cowens Survival Capability, who is passionate about brokers promoting their professionalism to clients and wants to charge his clients fees for his services.
Focus: Outsourcing for profit
From IT to human resources and claims management, recession-affected margins could be improved by outsourcing - no matter what the size of your company, writes Sam Barrett.
E-commerce: Avanade's CRM solution aims to boost brokers
A new customer relationship management (CRM) solution has been released, which aims to maximise broker sales and cut the time it takes to train new staff.
FSSC appoints chief executive
The Financial Services Skills Council (FSSC) has announced the appointment of Liz Field as chief executive, after it was required to recruit for a permanent chief executive following the renewal of its licence in March.
Focus: Learning to succeed
Edward Murray finds out how brokers can improve their management credentials by utilising offsite training and which could be the best route to take.
Reportage - Biba focus: Seminar programme for day two
The Biba 2010 day two seminar programme.
Reportage - Biba focus: Seminar programme for day one
The Biba 2010 day one seminar programme.
Investing in the Profession: Turning professional
With the Aldermanbury Declaration have we finally turned the professionalism corner?
The Aldermanbury Declaration - is it the way forward?
If you missed yesterday's live Post webinar debating the recently launched Aldermanbury Declaration it is now available for viewing on-demand.
The Aldermanbury Declaration - is it the way forward?
As part of PB's Investing in the Profession Campaign, Post magazine is hosting a live, interactive, online debate today at 3.30 on the latest professionalism initiative - The Aldermanbury Declaration.
Young, gifted and broking
Young, talented brokers and senior management figures offer Emmanuel Kenning an insight into how the broking industry can attract the best staff now and in the future.
investing in the future is vital
Highlights of PB Week
CII tightens chartered criteria
The Chartered Insurance Institute has added to its corporate Chartered Broker scheme criteria in order to improve professionalism, writes Andrew Tjaardstra.
Redundancy alternatives - UK brokers strive to avoid redundancies
The global recession continues to bite businesses and employment levels hard. Katherine Brandon considers the alternatives to redundancies
Financial staff: the caring kind
Workers in financial services are prepared to be flexible if it will stop their colleagues losing th...