Beddoes Institute

People & Products

OnePath consumers’ top pick for insurance

OnePath has won the over Association of Financial Advisers (AFA) and the Beddoes Institute 2018 Consumer Choice Award, with ClearView coming in second place....

Financial planning

Technical and soft skills should run parallel: AFA

The AFA has released its advice competency framework whitepaper at the 2017 conference, highlighting the need for advisers to focus on soft skills, not just technical....

Financial planning

Advice standards need focus on softer skills

The new professional standards and competency frameworks should focus more on softer skills such as behavioural psychology and communication rather than just technical s...

Features

Using machines for book learning

Regtech, artificial intelligence, on-demand online education services, and pre-emptive risk detection are the ways of the future for the financial advice industry to tack...

Financial planning

AFA and Beddoes undertake education research

The AFA and the Beddoes Institute is undertaking industry-wide research to gather views on what the education pathway should look like....

Financial planning

FP coaching business recognises its best advisers and practices

A financial planning coaching business, Beddoes Institute, names Securitor Financial Group, Meilennium3 and Hillross Financial Services as winners of their best practice ...