Published: 15/11/2022 By Hannah McCormackOur trainee Financial Advisor Mackenzie Street has done it again and passed the next unit for his Diploma in Regulated Financial Planning, in order to become a fully qualified IFA. This month he passed his 4th unit R04 Pensions and Retirement Planning.
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
Mackenzie is now studying for R03 Personal Taxation which he hopes to take in January 2023, congratulations Mackenzie and good luck for the next exam.
Here is a copy of Mackenzie's Record of Achievement - well done.