The administration team have been beavering away and three members of staff have managed to gain further exam success in the last 3 months!
Charlotte and Debbie achieved the CII R03 Personal Taxation qualification and Hannah passed R04 Pensions and Retirement Planning after many hours spent studying.
Standards Professionalism Trust
The Chartered Insurance Institute are a professional body dedicated to building public trust in the insurance and financial planning profession. Their strapline Standards. Professionalism. Trust. embodies their commitment to driving confidence in the power of professional standards: competence, integrity and care for the customer.
They deliver that commitment through relevant learning, insightful leadership and an engaged membership. With 125,000 members committed to high professional standards by maintaining continuing professional development and adhering to a published ethical code.
Their Royal Charter requires us to secure and justify the confidence of the public.
These exams form part of their continued professional development to becoming paraplanners or financial advisers, it develops core technical understanding across a broad range of key financial planning areas. Enabling them to understand, analyse and apply financial planning processes and approaches and expand their areas of expertise in our professional practice. If the world of financial advice baffles you, our website can help you get started here.
Well done to all.