More Progress along the Chartered Trail

Category: Financial Life Planning & News from the team & Team Serenity

We had the great news this month that our Midlands based planner –  Kevin Thornton who joined Serenity at the start of the year, has passed Chartered Financial Planner Module AF8 – Retirement Income Planning.

This leaves Kevin with just one more module to complete to attain Chartered Financial Planner status building on his existing Chartered level qualifications which include Retirement Options, Pension Transfers and Personal Tax & Trust Planning.

AF8 – Retirement Income Planning is a 12 month coursework submission based module which takes the participant through ever developing scenarios analysing a client case study and putting into place recommendations – real life financial planning in other words.

The whole module over the three submissions amounts to almost 10,000 words and an estimated 150 study hours.

It is testament to Kevin’s dedication that not only did he complete this module in less than half the allotted 12 months, but also to complete it whilst balancing his understanding of  Serenity and learning the ways which we work.

Our huge congratulations go to Kevin!

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