A huge congratulations to Dave Rule, who recently passed the last exam needed to complete the Advanced Diploma in Financial Planning, and is now a Chartered Financial Planner. Dave has been on the Chartered Financial Planner route for the past couple of years and is clearly delighted to have achieved this level 6 award. Well done Dave!
Well Done Dave – But What’s a Chartered Financial Planner?
The CII’s title Chartered Financial Planner is a widely accepted ‘gold standard’ qualification for professional financial planners and financial advisers in the United Kingdom.
By definition, holders of the Chartered Financial Planner qualification are among the most experienced and most qualified advisers in the profession.
For more details of the accreditation, please click here
Striving for Success
Here at Montage, we truly believe in continuous training and professional development, with a view that all of our Wealth Managers achieve the highest levels of qualification possible. We believe that by doing this, our Wealth Managers have a breadth of knowledge which is vital in being able to make suitable recommendations for clients.
With Hopefully More To Come…
Hopefully over the coming months and year, we will be sharing more success stories about our team here at Montage, as the team continue to study and pass more exams and qualifications.