Basic info
Industry
financial services
Sectors
Setting and supporting firms achieve and maintain best practice standards of practice
Events
BS 8577 Framework for the provision of financial advice and planning services
BS ISO 22222 Personal financial planning – requirements for personal financial planners
BS 8453 Compliance framework for regulated financial services firms
Gap Analysis
Customer Service
Consulting
Document Review and Assessments
Training
Financial Services
The Paraplanner Standard™ – Requirements for International Professional Paraplanners.
Best Practice Training
Date founded
2007