Why obtain Chartered Status?
When I first became a Financial Adviser I quickly realised that all clients are unique and have diverse, and sometimes complex, requirements. I felt that if I was going to be able to provide a quality service and help these people meet their goals and objectives I needed knowledge well beyond the minimum level of qualifications. I therefore embarked on a programme of study to achieve Chartered Financial Planner status (attained in 2010), a designation which is held by approximately 10% of advisers in the UK and which is seen as the gold standard for Financial Planning.
I believe Chartered status demonstrates a commitment to professionalism well above the standard and ensures that I can deliver financial planning at the highest level.
Qualifications attained to achieve Chartered status
- Advanced Diploma in Retirement Income Planning
- Advanced Diploma in Financial Planning
- Advanced Diploma in Pensions
- Advanced Diploma in Investment Planning
- Advanced Diploma in Taxation and Trusts
- Certified Financial Planner
Qualifications attained at Diploma and Certificate level
- Diploma in Pension Funding Options
- Diploma in Pension Income Options
- Diploma in Investment Principles
- Certificate in Pensions Simplification
- Investment and Risk Certificate
- Long Term Care Certificate
- Equity Release Certificate
- Regulation and Ethics Certificate
- Mortgage Advice Certificate
- Financial Planning Certificate 3
- Financial Planning Certificate 2
- Financial Planning Certificate 1