UK-Based Wealth Manager and Financial Advisor Qualifications
Wealth managers do not need to obtain any specific qualifications by law. However, they are recommended to have the Chartered Financial Analyst (CFA) or the Chartered Wealth Manager qualification, as both are required by many employers when it comes to securing a wealth management job. Financial advisors are required to have GCSEs at grades 9 to 4 (A* to C) in…
Glenn TrevorUK-Based Financial Professionals-Psychographic Profile
Table of Contents Goals Financial Professionals Psychographics Barriers to Obtaining Skills and Training Goals To build psychographic details to help understand UK-based financial professionals’ attitudes, motivations, and challenges faced when attempting to meet qualifications or attain additional professional development and training. This work will inform a strategy to persuade financial professionals to engage in more…
Diversity and Inclusion: Trends & Best Practices
Table of Contents Diversity and Inclusion: Trends 1. Diversity and Inclusion as Business Models 2. Companies Investing in Inclusion Technology Diversity and Inclusion: Best Practices 1. Scorecard with Metrics around Women and People of Color/Underrepresented Minorities 2. Diverse Interview Panel Diversity and Inclusion: Trends According to a study by Mercer, 64% of workers in entry-level positions are…