lauroyle
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- Username
- lauroyle
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Comments
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I've done that one, just waiting for results. It was really interesting but only at the pure impact end of spectrum and think there's more to learn about!
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Thanks @Charplan sounds good. It's definitely an interest of mine but 130 hours recommended study is a lot!
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I am also in theory working towards Chartered but my priority was to get Pension Transfer Specialist which is done now, and I need a change of scene for a minute! I think it would be valuable to get in early on this subject. Glad you guys think it l…
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Thanks very much @Northface
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Thanks @sm2000p , am inclined to agree. Referred to compliance team for now!
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Me too! Glad you're finding it helpful. Good luck!
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@SW1990 I'm doing the AF7 one and it is really helpful!
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Thanks @benjaminfabi
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Thanks @Clare_Weight, will have a look into those.
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Thanks Dan.
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I've just come across this post looking for more information about SITR. Have had a look at the link on your website @DanAtkinsonUK - is it still only the Resonance Fund(s) available? Just trying to establish how advisers can help their clients take…
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I can also see whether I can let London office know
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Right next to our London office! Unfortunately I'm in Bristol. I'll keep an eye on it in case I am able to get there though, thanks @DanAtkinsonUK .
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Looks very interesting @DanAtkinsonUK ! I guess at the moment the first hurdle is getting our advisers to think about it more and speak to clients about it. It doesn't seem to be a subject that comes up a lot here and I'd really like to work out how…
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I'd be really interested to know how often people are recommending this type of fund and whether advisers are actively asking clients if they are interested / have ethical preferences? We almost never get cases where ethical funds are required and I…