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My Qualifications
I have the very enviable designation of a Chartered Financial Planner. I am also an fellowship of the professional body for independent financial advisors, the Personal Finance Society. I was one of the invited members of the society to provide independent financial advice at Citizens Advice Bureau and I am the first in Wales to do this.
There are many different qualifications and titles within the financial services industry. Having been designated as a Chartered Financial Planner this is the highest accolade and recognised by the Privy Council. The list below is designed as a way to show how dedicated I am to ensuring that my clients receive the best advice that is possible. Even with these exams I have professional connections within the industry, should the need arise, that can be used for any of my clients.
There are many different qualifications and titles within the financial services industry. Having been designated as a Chartered Financial Planner this is the highest accolade and recognised by the Privy Council. The list below is designed as a way to show how dedicated I am to ensuring that my clients receive the best advice that is possible. Even with these exams I have professional connections within the industry, should the need arise, that can be used for any of my clients.
I have been awarded following accolades:
- Advanced Diploma in Financial Planning
- Advanced Financial Planning Certificate
- Diploma in Financial Planning
- Financial Planning Certificate
- Certificate for Financial Advisors
- Certificate in Mortgage Advice and Practice
- Certificate in Equity Release
- Certificate in Long Term Care Insurance
- Certificate in Lifetime Mortgage Activities
- Certificate in Financial Administration (Pensions)
- Certificate in Financial Administration (Life)
The only compulsory exams to be a financial advisor were: -
- Financial Services and their regulation. Paper one of the Financial Planning Certificate. (FPC1)
- Protection, Savings and Investment Products. Paper two of the Financial Planning Certificate. (FPC2)
- Identifying and Satisfying Clients Needs. Paper three of the Financial Planning Certificate. (FPC3)
All of which I achieved.
I have completed the following optional examinations to enhance both my abilities and to continue to ensure that all my clients receive the best advice for their unique circumstances: -
I have completed the following optional examinations to enhance both my abilities and to continue to ensure that all my clients receive the best advice for their unique circumstances: -
Advanced Diploma Level
- Taxation and Trusts. (G10)
- Personal Investment Planning (G20)
- Investment Portfolio Management (G70)
- Holistic Financial Planning (H25)
- Pension Planning (AF3)
Diploma Level
- Personal Taxation (JO1)
- Pension Income Options (JO5)
- Savings and Investments (SV1)
Certificate Level
- Introduction to Financial Services and Products. (CeFA1)
- Financial Products. (CeFA2)
- Client assessment and advice. (CeFA3)
- Certificate in Mortgage Advice and Practice.(CeMAP)
- Lifetime Mortgage activities. (CF7)
- Long term care insurance. (CF8)
- Pensions simplification (CF9)
- Life office administration (FA1)
- Pensions administration (FA2)
- Home reversion plans (HR1)