Congratulations to our Pelican trainee
Having decided to begin the process to becoming a regulated adviser less than a month ago, we are pleased to announce that Eloise has passed her first exam for the Diploma in Regulated Financial Planning !
The Diploma is one of the qualification routes for someone to become a regulated Financial Planner and covers the broad vista of advice areas, financial products, taxation and regulation that is needed to be capable of working with clients and providing proper financial planning. A QCF Level 4 qualification, there are six Core Units to the Diploma, with a recommended 370 hours of study to complete the Diploma.
One down, five to go
