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A knowledge sharing community of students, tutors, content sponsors, and acclaimed industry experts – with access to high-quality educational content accredited by the Chartered Insurance Institute (CII) and the Chartered Institute for Securities & Investment (CISI). Accessing this channel requires consent to share your details and viewing activity with sponsors.

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Akademia | Breaking Away from the Network

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Learning: Structured

In this Akademia learning unit, we are joined by two experts and we explore the process of transitioning from network affiliation to becoming a directly authorized financial adviser. Our experts discuss the reasons behind this trend, the importance of a well-structured business plan, and the regulator's perspective. Discover why more financial advisors are seeking independence and the challenges and opportunities that come with it.

Speakers: 

  • Andrew Green FPFS, Head Of Compliance Helpdesk, threesixty services
  • Charlie Parker, Managing Director, Albemarle Street Partners

Learning Outcomes: 

  • Why adviser firms should consider becoming directly authorised
  • The importance of creating a properly worked out business plan
  • How to prove an adviser firm is fit to be directly authorised

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Akademia
Albemarle Street Partners
threesixty services