Scott & Chris become CERTIFIED FINANCIAL PLANNER™ professionals

By June 1, 2019News

A huge congratulations to both Scott Mordrick and Christopher Thompson, who this year completed their CISI Diploma In Financial Planning and have both successfully become CERTIFIED FINANCIAL PLANNER™ (CFP) professionals.

The CFP Certification

The CERTIFIED FINANCIAL PLANNER™ (CFP) designation is the only globally recognized symbol of excellence for financial planning. Financial Planning Standards Board (FPSB). Financial Planning Standards Board Ltd. (FPSB) and its network of member organizations administer the CFP™ certification program globally in 26 countries and territories, with the number of CFP™ professionals over 175,000 globally.

By completing the internationally recognized initial and ongoing CFP™ certification requirements, a CERTIFIED FINANCIAL PLANNER™ professional demonstrates to clients and potential clients a commitment to professionalism and that she or he has met rigorous competency, ethics and professional practice standards to provide comprehensive financial planning services.

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.