Dermott gets one step closer to Chartered
Our Investment Director Dermott Whelan today made it one step closer to becoming a Chartered Financial Planner, after receiving confirmation of an examination pass.
Dermott passed the CII exam AF3: Pension Planning.
The objective of this exam is to develop in depth financial planning skills related to personal and corporate pensions. AF3 is the advanced level replacement to the old G60 Pensions qualification.
This examination pass brings Dermott very close to becoming a Chartered Financial Planner. He is now working on the submission of his Certified Financial Planner (CFP) assessment, which will enable him to apply for the Chartered title.
Once achieved, Dermott will join Nick, Martin, Andrew, Sandy and Angela who already hold the Chartered Financial Planner title at Informed Choice.
