Our Principal, Steve Perera, achieved further exam success last week with the news that he had passed a further two examinations offered by the Chartered Insurance Institute:

CF7 - Lifetime Mortgage Activities
CF8 - Long Term Care Insurance

Both of the above exams are required in order for an adviser to work in these specialist areas of advice. Having passed these exams Steve is now able to discuss these kinds of issues thoroughly with older clients, who make up the market for this advice.

Steve is now only a few exams away from achieving Chartered status, which was his aim at the beginning of the year. Currently less than 5% of advisers have achieved the 'Chartered Financial Planner' designation.