Tags: diploma, financial planning, qualified, regulated financial planning, study
Category: Our team news

We are proud to announce Anna McKenzie has become diploma qualified.

Our Associate Financial Planner achieved her Diploma in Regulated Financial Planning after two long years of study and six challenging exams.

Anna said: “I feel really proud as it was hard work studying whilst working full time and looking after two young children and a husband.

“Although it was self-study, everyone at Clarion was really helpful if I got stuck on anything.”

 Adam Wareing, director of operations at Clarion Wealth: “Anna has a great ability to apply the knowledge learnt from her law background to financial services.

“She has really grown into the Associate Financial Planner role and achieving the Diploma in Financial Planning is just further recognition of the fantastic progress she has made since switching careers and joining Clarion.  Well done, Anna!”

Anna joined Clarion Wealth Planning as a Trainee Associate Financial Planner in March 2018. Last November she was promoted to Associate Financial Planner while she worked towards gaining her diploma.

If you’d like more information about this article, or any other aspect of our true lifelong financial planning, we’d be happy to hear from you. Please call +44 (0)1625 466 360 or email [email protected].

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