I’m extremely pleased to announce that I have achieved Chartered Financial Planner status, having completed the Advanced Diploma in Financial Planning.

 

When I first joined Five Wealth from the banking sector, the prospect of spending weekends and evenings revising for exams when a lot of my friends had already completed their professional qualifications was hardly one I was enthralled by! However, having a professional qualification I could stand behind and which would provide the framework for developing my knowledge was one of the key attractions of the industry, an industry which is continuously pushing its standards and culture of self-improvement.

 

Whilst exams and qualifications are no substitute for experience, attaining Chartered status should give clients confidence in my technical knowledge and shows a dedication to professional standards. I’m lucky to work with certain colleagues who have 30+ years of industry experience, but even they are constantly learning through their own desire to remain market leaders in terms of quality of advice and technical expertise.

 

Continuous Professional Development is an FCA requirement for advisers and the learning never stops, however I will admit I’m looking forward to an exam free stretch!

 

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May 26, 2020 Post by Rick Gosling
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