Ian Kemp, Serenity Financial Planner in our North Yorkshire office has received good news recently. Ian passed the Chartered Insurance Institute’s AF5 exam on the Financial Planning Process at the end of June. The exam is a test of Ian’s ability to bring together and apply his technical knowledge and planning skills.
It’s also another step closer to Ian becoming a Chartered Financial Planner and evidence of Serenity’s commitment to continually developing our technical and financial planning/coaching skills and knowledge. Several of the team are taking similar papers over the course of 2018 including Jeremy Squibb of our Cornwall Office, who is on an ambitious journey of study and exams.