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