Paraplanner, Mark Banks has passed his Investment Risk & Principles Unit 3 Examination. Mark passed this exam first time after studying, revising and taking a mock exam in preparation. Mark is a valued member of our support team working with our qualified Financial Advisers who give financial advice in the Tamworth and Lichfield area.
The syllabus included taxation of investments, attitude to risk – essential for when working on client fact finds, learning the techniques and best practice to successfully assess a client’s needs in order to recommend the most suitable products, and how to calculate investment performance.
Mark will be joining his colleagues in the Four Oaks Financial Services Academy to study for his Taxation Exam. John Smith, Head of Paraplanning and Leader of the Four Oaks Financial Services Academy said “We are delighted that Mark has passed this exam first time. What Mark and his colleagues are doing is making our personal development plans for each member of our team a reality. The Four Oaks Financial Services Academy will help them progress in their career at Four Oaks Financial Services by attaining the Level 4 Diploma which will also help us as a business provide a first-class service to our clients. Service that is based upon knowledge and experience.”