MPA Financial Management is celebrating a double exam success, with two team members passing their Chartered Insurance Institute (CII) Advanced Financial Planning (AF) exams in the same week.
Jenny Hall has successfully passed her AF1 (Advanced Financial Planning) exam, while Jack Burton has passed AF5 (Advanced Pension and Retirement Planning).
The AF exams are designed to develop in-depth knowledge and skills in specialist areas of financial planning, building on the foundation of the CII Diploma in Regulated Financial Planning. Successfully completing these exams brings both advisers significantly closer to achieving Chartered Financial Planner status, which serves as a universally recognised badge of professionalism and technical competence.
In the same week, Flora Macleod DipPFS at MPA’s sister company Suckling Waddington also passed her AF5 exam, making it a triple celebration across the group.
Phil McGovern, Managing Director at MPA Financial Management commented: “It’s brilliant to see Jenny and Jack both passing their AF exams in the same week, and Flora at Suckling Waddington too. While we had a great reason to celebrate making the New Model Adviser Top 100 for the twelfth year, this news was even more important to me. All three advisers have been working incredibly hard, balancing full-time roles with their studies, and their dedication really shines through.”
“It’s great to see the next generation making a good go of this wonderful profession of ours. At MPA and SWP, continual professional development is something we value extremely highly. Our ethos is to Inspire, Educate and Inform, so our team never stops learning so we can deliver the best service for our clients. Congratulations to all three – not long until Chartered status now!”
MPA’s commitment to professional development extends across the entire team, with the firm supporting advisers through financial assistance, study leave, and access to experienced colleagues who have completed similar qualifications.
For more information about careers at MPA Financial Management, visit https://www.mpafm.co.uk/careers/
