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Certified Financial Planner

I have pleasure in announcing that I have completed the CFP financial planning process provided by the Institute of Financial Planners (IFP) and have now been awarded Certified Financial Planner status.

 

The process enabled me to demonstrate my understanding of the financial planning process in response to a detailed client fact-find.

The certification has given me the confidence to know that I have been and will continue to offer my clients sound financial advice to a high standard.

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