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April/May 2010 Special Report:
RDR & YOU
No, not the 2012 London Olympics! The other indelible date in every banker’s diary is the December 2012 deadline for implementing the sweeping reforms in the Financial Services Authority’s much-heralded Retail Distribution Review (RDR).
Launched almost four years ago, the plan for professionalizing the role of all financial advisers has ignited fierce controversy. But, while much argument persists, the Institute’s view is that the time has now come to act.
The race is on to get it right
As banks run to meet the 2012 deadline, ALISON BIRD outlines the regulatory uncertainties that still litter the track to improved qualifications
Challenge for the private banks
Additional hurdles must be cleared by those offering clients more sophisticated investment advice, says the BBA’s PETER TYLER
All about Application & Analysis
It’s not about acquiring new knowledge, says GILES CUTHBERT, it’s about using what you know better
It's much more than an exam
“This really does relate to your own role,” advises SHONA MATTHEWS, “so you perform better with your customers”
Brussels sprouts its reforms
DAVID DOYLE expects new EU plans for investor protection this summer, and a fully-fledged directive by the year-end
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Chartered Banker - the premier qualification for professionals in financial services
Chartered Banker is the most prestigous qualification in the world for bankers and financial professionals.
Specialised Certificate Level Courses - dedicated learning for all levels of experience.
Professional advancement across selected areas of expertise in key banking and financial services sectors.
Specialised Diploma Courses - qualifications of choice for individuals and organisations.
Market-leading knowledge and skills across the banking and financial services industry.
Diploma in Financial Services - a measure of advanced professionalism.
A comprehensive qualification universally recognised as a sign of enhanced tactical expertise.
Regulatory Qualifications Framework - delivering accredited expertise
Qualifications to meet compliance requirements and advanced professional and ethical standards.
We need to make sure our people have the opportunities to learn and qualify right across the full range of disciplines.
Graeme Hartop, Managing Director, Scottish Widows Bank
The Chartered Banker programme provides broad, flexible skill sets and a wide range of ways to achieve the qualification.
Philip Grant, Managing Director, UK Private Banking at Lloyds Banking Group
“The syllabus is very good for the banking industry.It fully recognises the changes in the way financial services are put together and the skills and expertise that are required.”
“We rely on the broad range of skills that the Institute provides.”
Jim Lindsay, General Manager, Airdrie Savings Bank