Congratulations to Tracey Foster on passing her exam.
Tracey, who heads up our Birmingham office based in Snow Hill Queensway, Birmingham, recently passed the Chartered Insurance Institute (CII) Pension planning (AF3) exam. This is one of the units in the Advanced Diploma in Financial Planning.
The objective of this exam is to develop in-depth financial planning skills related to personal and corporate pensions. This is a highly technical module!
Passing the exam is part of Tracey’s plan of becoming a Chartered Financial Planner through the CII.
Caroline Anstee, Managing Director of Anstee & Co said-
“Passing these technical pension exams is never easy and requires a lot of personal dedication. On behalf of all the Team at Anstee & Co., well done. I am sure that it will not be long before you achieve your personal and professional goal of reaching Chartered status.”
How Tracey Foster can help you.
If you would like to arrange a meeting with Tracey and her team in Birmingham, then contact them directly-
- Tel: 0121 399 0940.
- Email: firstname.lastname@example.org
Meetings can be arranged at the office in Snow Hill Queensway, Birmingham or at your home or place of work.
Anstee & Co also have offices in –
- London, Pall Mall
- Kettering, Northamptonshire
- Stamford, Lincolnshire
- Towcester, Northamptonshire