We have had a number of educational successes this year, which highlight our commitment to professional progression and providing the best standards of practice within the financial planning sector.
We are delighted to announce that mortgage adviser, Kyna Cupples was recently awarded her CII Level 4 Diploma in Regulated Financial Planning. This qualification enables Kyna to expand her areas of expertise in her professional practice. Kyna will now be able to advise on financial planning products such as pension and investments.
Speaking of this success. Business Principal, Peter Savage said: “Success in CII qualifications of this level are universally recognised as evidence of knowledge and technical expertise and we are very proud to have another individual on our team that can advise on a wide spectrum of financial planning. This will be a great benefit to Kyna’s clients and those who seek her services in the future.”
Across the professional landscape; from accountants to civil engineers, and of course through to insurance brokers, insurers, insurance practitioners and financial planners, Chartered status stands proud as an indicator of the highest standards of learning and ethical behaviour; often referred to as the gold standard.
Independent advisers, Karen Black and Raymond Hart achieved Chartered status this year. Chartered status differentiates both Karen and Raymond from those who hold a diploma and places them in the top category of advisers in Northern Ireland.
Speaking of this achievement, Karen Black said: “The Chartered title means a lot to me and Raymond. It was not easily achieved, and it takes continuous investment in customer service and commitment to maintain. It is our policy to maintain these standards, and your guarantee of our overall commitment to customer service and professionalism.”
Business Principal Sean Larkin remarked: “The whole team are immensely proud of Karen, Raymond and Kyna. They have worked incredibly hard and this is very much deserved.”
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