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PFS launches study support for IFAs in The Smoke

PFS launches study support for IFAs in The Smoke

The Personal Finance Society’s (PFS) London Committee has launched a forum to support those studying for exams in the capital.

The initiative, called Capital PFS, will encourage best-practice sharing between all those studying and between advisers training to become chartered and those who have already attained the status.

The forum centres on a Facebook page and will also host quarterly events through the year.

Events will include 60 minutes of continuing professional development including presentations from trainees, planners, paraplanners, administrators and educational, technical input from providers as well as networking and social elements.

PFS chief executive, Keith Richards, said the scheme would strengthen London’s advice community.  

‘The London Committee’s Capital PFS initiative is a fantastic scheme aimed at establishing a strong community among financial advisers within the region, bringing together new entrants with experienced professionals, to share good practice and build their knowledge and skills all for the best outcome for their clients.

‘We welcome this forward-thinking programme and encourage all those within the profession to get involved and hope they find it a valuable resource as they navigate their way through exams, qualifications and career progression,’ he said.

Managing director of London-based Rose & North, Hayley North (pictured), said the forum would be valuable but also good fun.  

‘The key to delivering better advice to more consumers is ensuring advisers are well supported, trained and motivated to deliver the right kind of experience.

‘We hope Capital PFS will be a great platform to encourage learning for those just starting out as well as those who were here when it all began!

‘There will be something for everyone and it should also be fun. We have an energetic and vibrant team setting this up and some great ideas,’ she said.

The first event in the calendar is Wednesday 18 October and Capital PFS said any adviser or trainee who lives or works in London, or visits the city occasionally, is welcome to attend.

It will be free but delegates should register via the Capital PFS Facebook group.

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