Resources for firms - Support

Attracting and recruiting

  • Diversity and inclusion

CII guide - Embracing inclusive recruitment

CII guide - Your EDI journey

DE&I audit templateDE&I audit template

  • Interview techniques

Antony George guide - 20 common hiring mistakes and how to avoid them

Antony George guide - Interview techniques

  • Job adverts

Antony George example - Financial Administrator job advert

Antony George example - Financial Adviser job advert

Antony George example - Paraplanner job advert

Antony George guide - How to make effective job adverts

Example contract - Employed adviser 

Template - contract of employment

 

Managing and Retaining

 

Training and Development

  • CISI pathways

CISI qualifications framework

Factsheet - Certificate of paraplanning 

FAQ - Chartered Fellow (Financial Planning)

Factsheet - Investment Advice Diploma

Compliance services and CAS sign-off support

NTA guide - Level 4 financial advice qualifications

NTA guide - Understanding the professional bodies

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