I’m happy to share that I’m nearing the completion of my Level 4 Paraplanning Apprenticeship and hope to finish it before Christmas. This is an exciting milestone in my professional journey within the financial industry and I’m proud to have reached this stage.
The Level 4 Certificate in Paraplanning consists of a number of technical exams such as:
- R01 Financial Services Regulation and Ethics
- R02 Investment Principles and Risk
- R03 Personal Taxation and
- J09 Paraplanning
I’m thrilled to have now passed each of these exams and I’m now working on compiling a portfolio of coursework to reflect my understanding of financial products, planning processes, and technical analysis. This is the final step to complete my course.
Throughout the apprenticeship, I’ve gained valuable knowledge in areas such as investment products, investment strategies, retirement planning, and taxation. All of which contributes to my role at Serenity.
Serenity has always supported professional development, and I’m fortunate to be part of a great team that encourages continuous learning.
My apprenticeship journey has been a truly valuable experience, and I’m grateful to my colleagues for their continued support. Completing this milestone is just one part of my ongoing commitment to improving and providing the best service possible to our lovely clients.
