Posted on 19th February

Congratulations to our Senior Associate, Rebecca Palmer, who has successfully achieved a Merit in the Chartered Institute for Securities & Investment (CISI) Applied Wealth Management exam.

This prestigious exam, follows the successful completion of the Financial Markets exam and Portfolio Construction Theory exam. Rebecca is now well on her way to becoming a Chartered Member of the CISI.

As the professional body for the wealth management, financial planning, securities and investment industry, the CISI is the leading provider of financial services qualifications in the UK. These postgraduate professional level qualifications are internationally recognised and are designed by senior practitioners to meet the needs of the financial services industry.