Sam completed and passed the RO6 Financial Planning exam. The three-hour assessment involved answering in writing two practical case studies in exam conditions.
The exam is set by the Chartered Insurance Institute (CII). It has been developed to help financial advisers develop and demonstrate their financial planning capabilities. The exam is designed to test Sam’s practical application of technical knowledge and planning skills already gained through previous exams he has already taken. Additionally, it is looking to support the provision of competent and appropriate advice.
Sam Williams, trainee Paraplanner with Anstee & Co. said-
“I am happy that I have completed this final exam after all the hours I have invested in completing this professional qualification. Passing the exam is a key next step in my career.”
Sam can now add the letterers “DipPFS” after his name acknowledging his professional standing.
Caroline Anstee, Managing Director of Anstee & Co said-
“We are all very proud of Sam and the hard work he has put in over the last two years. He has followed The Personal Financial Society’s, Aspire Apprenticeship Programme and completed every exam first time. Also, this does not happen without commitment and putting in a lot of personal study time. Sam will now have to transfer this technical knowledge, skills and behaviours to practical situations. Well Done!”
Although we have offices in-
Our Head Office and Administration Centre are based in Kettering, Northamptonshire.