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Lifetime financial planner Kris achieves chartered status

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Lifetime financial planner Kris achieves chartered status

Lifetime news

Posted on: 24/07/2020

It took him two years to complete but Lifetime financial planner Kris Booth is now celebrating – after achieving chartered status.

Kris (pictured right) chose the PFS route (through the London Institute of Banking and Finance) and took four exams in total – studying six months for each.

The exams consisted of:

  • Pension Transfers (Assignment and three hour written exam)
  • Taxation and Trusts (Assignment and three hour written exam)
  • Managing Investments (Assignment and three hour written exam)
  • Certificate in Long Term Care and later Life Planning – two hour multi choice exam

Kris said: “It was a long slog but I’m delighted to have got there. I enjoyed some papers more than others, and I’m glad to get it completed.”

Well done Kris!

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