Education

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  Chartered insurance institute

  2011 -

  Fellowship financial planning and services

  My qualifications include:FellowshipAdvanced Diploma in Financial PlanningDiploma in Regulated Financial PlanningCertificate in Discretionary Investment ManagementAward in Pensions UpdateCertificate in Pension Transfer AdviceCertificate in Life & PensionsAward in Long Term Care InsuranceMy exam passes: (R01) Financial services, regulation and ethics(R02) Investment principles and risk(R03) Personal taxation(R04) Pensions and… Show more My qualifications include:FellowshipAdvanced Diploma in Financial PlanningDiploma in Regulated Financial PlanningCertificate in Discretionary Investment ManagementAward in Pensions UpdateCertificate in Pension Transfer AdviceCertificate in Life & PensionsAward in Long Term Care InsuranceMy exam passes: (R01) Financial services, regulation and ethics(R02) Investment principles and risk(R03) Personal taxation(R04) Pensions and retirement planning(R05) Financial protection(R06) Financial planning practice(R08) Pensions update(AF1) Taxation and trusts(AF2) Business financial planning(AF3) Pension planning(AF5) Financial Planning Process(AF7) Pension Transfers(CF8) Long term care insurance(J02) Trust(J03) The tax and legal aspects of business. (J05) Pension income options(J10) Discretionary investment management(FA2) Pensions administration Show less