Pathway to Chartered

Are you ready to take the next step towards your Advanced Diploma in Financial Planning or Chartered PFS qualifications, but unsure of which path is the right one for you?

Or, do you want to find out more about the Chartered exams?

If so, join us on Monday 24 June, as John Trayner explores the different options available.

Designed primarily for individuals who have already completed their Diploma in Regulated Financial Planning or expect to do so shortly, this free one-hour workshop will take you through the three main work streams for:

• tax

• investments and

• pensions

It will give delegates the opportunity to decide which exam they should take first and plan their own route to Chartered status.

The session takes place at the American Express Community Stadium.

It will open for registration immediately after the Q3 Regional Conference finishes at 3.15 pm and will commence at 3.30 pm ending at 4.30 pm, providing one hour's CPD.

If you would like to join us for this event, please click on the Book Now button below.

Workshop objectives

By attending this event you will:

• know the requirements to complete the Advanced Diploma in Financial Planning and/or Chartered status

• be able to identify the different routes to achieving the qualification and identify which is most appropriate for yourself

• know what additional support is available to achieve your goal

Other Information

This workshop commences after the Quarterly Regional Conference, however you are welcome to attend this session only.

We ask that all delegates, both those attending the conference and those just attending this register as spaces for this workshop are limited.

There is ample free on-site parking at the venue.

A lift is available for delegates to access the training.

Full joining instructions will be sent to delegates ahead of the event.

About our speaker
John has 40 years’ experience in insurance and financial services. Not surprisingly most of his former employers no longer exist because of mergers and takeovers. For example he joined Leeds Permanent Building Society in 1986 and at retirement was working for Lloyds Banking group even though he’d never changed employers! The last 15 years were spent in the training department specialising in professional exams.

Not wishing to spend retirement watching daytime TV he decided to become a freelance trainer specialising in helping people to pass the CII’s Financial Services exams.

John is a Chartered Insurance Practitioner and a Fellow of both the Chartered Insurance Institute and the Personal Finance Society.

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