Why did you choose to pursue the Fellowship?
I wanted to achieve the highest level of professional qualification that was available to me and supported by my employer.
How long did it take you to achieve Fellowship and what was your qualification route?
I passed the first of the old FPC exams in March 1997, so overall studying lasted about 18 years!
How, if at all, has this changed your approach to advising clients?
Occasionally I will be looking into a client’s circumstances or options, and something useful from the studying will pop into my head to help. As a paraplanner, I don’t directly advise clients
Which aspects of achieving Fellowship in particular do you feel are most beneficial to your work?
My role is largely technical, so the knowledge I have accumulated helps me to provide solutions to a wide range of client needs
Do you intend to take any further qualifications? If so which one(s) and why?
I am considering taking AF2 (Business Financial Planning) as we have more corporate clients here at Fiducia than at my previous firms, and I haven’t yet studied for any business planning exams
Would you recommend the Fellowship route to others? If so, why?
I think it is a good route, particularly for any paraplanners/advisers that would like to get well qualified, would prefer to have a good range of exams to choose from and wish to have a nationally recognised financial planning qualification.