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Quilter Cheviot offers ‘greenwashing’ training to advisers

Investment and wealth manager Quilter Cheviot is to offer training to financial advisers on how to spot and deal with ‘greenwashing’ - unrealistic and incorrect claims about the green credentials of investments.


Ex-PFS President helps launch reporting writing workshop

Former PFS President Caroline Stuart is helping launch a one-day report-writing workshop in July to help industry professionals tackle the coming Consumer Duty challenges.


Ex-PFS President launches people skills training

Former Personal Finance Society President Caroline Stuart has teamed up with communication professional Melissa Kidd to launch a new learning and development service focusing on people skills.


SJP launches ESG training for partners

Wealth manager St James’s Place has launched a training initiative to help its nearly 5,000 advisers and partners provide best practice advice on responsible investing to clients.

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