Published: 28/02/2023 By Hannah McCormackOur trainee Financial Advisor Mackenzie Street has done it again and passed the next unit for his Diploma in Regulated Financial Planning, which will see him become a fully qualified IFA. This month he passed his 5th unit R03 Personal Taxation.
So far he has successfully passed the following units:
R01 Financial Services Regulation and Ethics
R05 Financial Protection
R02 Investment Principles and Risk
R04 Pensions and Retirement Planning
R03 Personal Taxation
Mackenzie is now studying for R06 Financial Planning Practice.
Here is a copy of Mackenzie's Record of Achievement - well done.