Professional
Kelly has worked in financial services since 2008, providing support as a Personal Assistant to an Independent Financial Adviser and more recently as a Technical Administrator / Paraplanner. She holds the CII Diploma in Financial Planning and the CISI Diploma in Investment Advice (Financial Planning & Advice).Â
Qualifications
You can see the qualifications Kelly holds by clicking the button below.
Qualifications
Diploma in Financial Planning – DipPFS
The level 4 Diploma demonstrates core technical understanding across a broad range of key financial planning areas.Paraplanning (J09)
The objective of this unit is to help paraplanners develop and demonstrate their ability to understand the role of the paraplanner in providing financial services, and evaluate and analyse the customer's financial circumstances to provide potential solutions.Investment Principles (R02)
Assesses a knowledge and understanding of investment products and the application of the investment advice process.Personal Taxation (R03)
Assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.Pensions and Retirement Planning (R04)
Assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.UK Financial Services, Regulation and Ethics (CF1)
The objective of this unit is to develop an understanding of the financial services industry including regulation and legislation.Financial Services Products and Solutions (LP2)
Assesses a knowledge and understanding of customer needs, including an understanding of key retail financial products such as savings, investments and tax wrappers.Financial Protection (R05)
Assesses a knowledge and understanding of an ability to analyse financial protection planning issues.Get in touch
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