3 Exam Passes In One Day

We are delighted that Paraplanner Lily Jackson, Senior Administrator Emily Walker and Junior Paraplanner Nick Hepburn all passedexaminations, first time on the same day!

Nick, who joined our team earlier this year passed the Unit 5 Financial Protection examination. This examination tests knowledge and the

Financial Adviser Sutton Coldfield
L-R Emily Walker, Lily Jackson, Nick Hepburn

application of all aspects of financial protection such as critical illness protection and life insurance. Nick said “I found learning about the rules on the way certain premiums or payments may be taxed differently to be especially interesting.” Nick will be studying for his Unit 1 examination early in the New Year with his colleagues in the Four Oaks Financial Services Training Academy.

Lily and Emily both passed their Unit 1 examination in Financial Services Regulation & Ethics. Lily said “The exam with the lowest pass rate is Unit 3 which Emily and I have already passed but the Unit 1 examination was equally tough, because of the very wide scope of the syllabus and the knowledge you need to have.” Emily concurred, saying “There are no maths or things to calculate in this exam, this is a test of knowledge.  You either know it or you don’t.” Both Lily and Emily have three examinations left to pass on their journey to achieve the Level 4 Diploma which will see them as qualified as a Financial Adviser.  They are aiming to take their next examination, which will be on Pensions, late January/early February.

Nick, Emily and Lily are part of our extensive in-house team who provide support to our team of Financial Advisers who give financial advice local to Sutton Coldfield and across the area.

Well done to all of you, studying and passing any of the financial services examinations is difficult. Congratulations.