Paraplanners Exam Success

Congratulations to two of our paraplanners who passed their latest set of exams with flying colours. Jessica Wright passed her AF4 (Investment Planning) and Mike Gahagan passed his AF1 (Tax & Trusts) and J02 (Trusts).

Jessica said: “I started working as a Trainee Paraplanner and having gained both my Certificate in Paraplanning and Diploma in Regulated Financial Planning I am currently working as a Paraplanner.

“I am also now studying to hopefully get my Advanced Diploma in Financial Planning and find working alongside studying really helps to give the information I read in the study books a real life perspective and how it works for our clients in practice. Every day is different and I find it really enjoyable and interesting.”

Mike said: “I joined Perspective in July 2016 where I began working towards the Certificate in Paraplanning and, as I had expected, it was a steep learning curve, but a challenge that I have really enjoyed.

“While studying towards exams takes a lot of hard work, having the necessary support in place from colleagues and external sources has been a huge help towards becoming qualified. Sitting the exams alongside the day-to-day job gives the opportunity to apply the knowledge learned through studying.

“Being able to sit the exams at my own pace has allowed me to find the right balance between life at work and home. I feel having the flexibility to plan my study has also allowed me to focus on my strengths.

“I achieved the Certificate in Paraplanning in March 2018, and the Diploma in Regulated Financial Planning in July 2018, and hope to achieve my Advanced Diploma in Financial Planning by 2020.”