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June/ July Special Report:
The financial crisis cruelly exposed the frailties of financial marketing: how far did the drive for sales consciously exploit the gullibility of consumers about the complexity of what they were buying?
What it says on the tin
To many people, admits one financial product marketer, money is “a complexity, wrapped in jargon, shrouded in mystery and hidden from view”. Can banks just ‘do what it says on the tin’?
£3bn battle looms
Banking lobbyists are “surprised and disappointed” by the super-complaint lodged with the OFT alleging that cash ISA holders may be losing up to £3bn-worth of interest each year.
The huge power of the financial services industry means customers’ interests are often over-ridden by banks’ incentive driven sale culture. Consumers need a champion.
Money skills everyone needs
Research suggests that 90% of adults didn't get any financial education at school. That’s why RBS is putting so much effort into its MoneySense educational programme.
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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.
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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