The Chartered Institute for Securities & Investment (CISI) has said two people in the UK have become the first to pass its level seven financial plan case study course.
Keith Barron of Falkirk-based Harley Financial and Daniel Morgan, a trainee financial planner at Berry & Oak, have obtained the CISI level seven Diploma in Advanced Financial Planning.
It is the final step to achieving the UK’s highest-level professional qualification for financial planners.
Inspire
Jacqueline Lockie, head of financial planning at the CISI, said: “There is a generation of young people choosing to put financial planning at the heart of their career in financial services and who are passionate about doing the right thing for the consumer.
“The CFP certification is the globally respected credential which can help them do just that.
“I hope that Keith and Daniel’s important achievements will lead the way to inspire future financial planners to embark on their CFP journey.”
