Crown Wealth Management has been celebrating as James, Lewis, Elly and Rosie have recently passed their exams (in order of appearance):
James passed Investment, Risk & Taxation, and is one step closer to gaining the CISI Level 4 Diploma in Investment Advice (Financial Planning and Advice).
Lewis has been awarded the CISI Level 4 Diploma in Investment Advice (Financial Planning and Advice).
Elly is now technically qualified to provide mortgage advice and continues her journey to becoming a financial planner, specialising in providing advice to client’s in later life.
Rosie is showing her commitment to professional learning having passed the CII Life and Pensions Foundations by passing with a score of 95%, which will help her role within the client services team and improve her wider knowledge of the financial services products and the advice process.
