Exam success for Astute financial planning experts
Angelo Kornecki and Caroline Morris Iliffe from Astute Wealth Management in Longridge have got more reasons than most to celebrate this Christmas as they have both been successful in passing more of their professional exams.Senior chartered paraplanner Caroline Morris Iliffe, who was recently named as a runner up in the Paraplanner of the Year award by the Personal Finance Society, has added to her extensive list of qualifications by passing her J12 exam in Securities Advice and dealing from the Chartered Insurance Institute.
Financial advisor Angelo Kornecki has not only passed his J12 exam in Securities Advice and Dealing but also his AF4 exam in Investment Planning from the Chartered Insurance Institute. This means that he is now qualified to advise clients on and also deal in a wide range of individual securities including stocks and shares.
Managing director Andy McLaughlin said: “Our clients rely on us to give them the highest quality advice possible and so we place a very high emphasis on study and training. We are absolutely delighted that Angelo and Caroline have done so well in their recent exams and look forward to their continued success going forward.”