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New Positive Solutions Practitioner Programme Spearheads Drive For Professional Excellence
13/02/2009
Printable version
Printable version
Positive Solutions to launch IFA Practitioner Programme
Positive Solutions is to launch an industry-leading IFA Practitioner Programme, offering all its Partners a structured development framework with the potential to propel them into the industry's elite.
The programme headlines a series of new professional development initiatives designed to set new standards of excellence in the industry, including the national roll-out of the Apprenticeship Scheme and the launch of a new Graduate Development Scheme.
Positive Solutions is also linking-up with the Institute of Financial Services to offer the new ifs School of Finance Diploma for Financial Advisers (DipFA), once Level 4 accreditation is achieved. This will complement Positive Solutions' very successful existing relationship with the Chartered Insurance Institute. As with the CII qualifications, Positive Solutions is offering to fund the exam and study costs for Partners taking the ifs Diploma.
"Partners have been very quick to tap into the potential of the Learning Academy," said Positive Solutions marketing director Keith Gilmour. "The vast majority have grasped the opportunity to develop their businesses and their own technical expertise.
"More than 80 per cent have signed up to the Learning Academy since it was created last August and since then 160 training events have been held and registrations from Partners for CII exams have reached nearly 700.
"The 12-month IFA Practitioner Programme will enhance the 'self-select' nature of the Learning Academy by giving Partners a more structured route through the training options available and a clear objective. It will combine practitioner know-how with the necessary technical and planning knowledge.
"Those that become fully-fledged Practitioners will have the confidence and competence to go on to greater business and personal success, and will be recognised as being among the most highly qualified and knowledgeable advisers working in the UK."
Forming the basis of the future development of the Learning Academy, the Positive Solutions IFA Practitioner Programme will enable advisers to undertake a 12-month step-by-step development programme. Beginning with a mandatory 'foundation' module on business strategy and planning, it moves through a series of practitioner modules (covering areas such as lead generation, client segmentation and income strategies), and finally on to technical modules in sectors such as retirement or investment planning.
It builds on Positive Solutions' commitment to be the most innovative and adviser-focused IFA company operating in the UK.
"Positive Solutions is dedicated to supporting its financial advisers and to bringing much-needed new blood into the industry," said Keith Gilmour. "These initiatives prove we are continuing to build on our position as the most innovative and adviser-focused IFA company operating in the UK."
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The programme headlines a series of new professional development initiatives designed to set new standards of excellence in the industry, including the national roll-out of the Apprenticeship Scheme and the launch of a new Graduate Development Scheme.
Positive Solutions is also linking-up with the Institute of Financial Services to offer the new ifs School of Finance Diploma for Financial Advisers (DipFA), once Level 4 accreditation is achieved. This will complement Positive Solutions' very successful existing relationship with the Chartered Insurance Institute. As with the CII qualifications, Positive Solutions is offering to fund the exam and study costs for Partners taking the ifs Diploma.
"Partners have been very quick to tap into the potential of the Learning Academy," said Positive Solutions marketing director Keith Gilmour. "The vast majority have grasped the opportunity to develop their businesses and their own technical expertise.
"More than 80 per cent have signed up to the Learning Academy since it was created last August and since then 160 training events have been held and registrations from Partners for CII exams have reached nearly 700.
"The 12-month IFA Practitioner Programme will enhance the 'self-select' nature of the Learning Academy by giving Partners a more structured route through the training options available and a clear objective. It will combine practitioner know-how with the necessary technical and planning knowledge.
"Those that become fully-fledged Practitioners will have the confidence and competence to go on to greater business and personal success, and will be recognised as being among the most highly qualified and knowledgeable advisers working in the UK."
Forming the basis of the future development of the Learning Academy, the Positive Solutions IFA Practitioner Programme will enable advisers to undertake a 12-month step-by-step development programme. Beginning with a mandatory 'foundation' module on business strategy and planning, it moves through a series of practitioner modules (covering areas such as lead generation, client segmentation and income strategies), and finally on to technical modules in sectors such as retirement or investment planning.
It builds on Positive Solutions' commitment to be the most innovative and adviser-focused IFA company operating in the UK.
"Positive Solutions is dedicated to supporting its financial advisers and to bringing much-needed new blood into the industry," said Keith Gilmour. "These initiatives prove we are continuing to build on our position as the most innovative and adviser-focused IFA company operating in the UK."