Chloe Moran: Achieving Chartered status without a breakdown
- Thursday, 14 February 2019
- Comment
I remember the first exam I passed towards achieving Chartered status, R02 Investment Principles and Risk, February 2014. Five years later and I’ve finally achieved Chartered status – something which feels like it has taken forever.
Read more...Number of Chartered Financial Planners hits record
- Monday, 06 August 2018
- Articles
A record number of Financial Planners have achieved Chartered status via the CII, with no sign of demand slumping.
Read more...Chartered Planner wins accountant client referrals after top exam marks
- Friday, 13 April 2018
- Articles
A Chartered Financial Planner says he has already begun to win client referrals from solicitors and accountants after achieving top marks in a trust and estates planning exam.
Read more...Chartered planner launches new specialist divorce service
- Wednesday, 21 February 2018
- Articles
A Chartered Financial Planner is making use of her own experience of divorce to launch a new service for separating couples.
Read more...