Training to be a Financial Adviser

Simon Keeble and James Salt joined 2mtrust in 2022 and are both currently studying to achieve their CII Diploma in Financial Planning through the Openwork Partnership Business School.

With six exams, plus 2 licensing courses, this is no small feat. They are on track to complete this Level 4 qualification in early 2024 and we’re excited to see them progressing through the training.

Being part of a thriving Financial Practice has allowed Simon and James to work alongside our established financial advisers and support team to gain valuable experience about the systems and processes used to deliver holistic and appropriate financial advice for our clients.

We asked James and Simon what they have enjoyed about their training so far –

“So far I think I learned the most doing the RO2 exam about Investment Principals and Risk. However, I have really enjoyed the training focussing on how to provide top-quality advice to clients in a financial review. I love being able to help people and feel like this training has consolidated the other knowledge I have amassed throughout the course up to now.” – James Salt, Financial Adviser at 2mtrust

“I have enjoyed RO3 the most so far because it focusses on tax planning – which means there are lots of calculations that play to my strengths as a mathematician.” – Simon Keeble, Financial Adviser at 2mtrust

Both Advisers are so close to completing their Diplomas and we’re looking forward to celebrating the day they have finished all six of their exams.

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YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP WITH REPAYMENTS ON YOUR MORTGAGE

THE VALUE OF INVESTMENTS AND ANY INCOME FROM THEM CAN FALL AS WELL AS RISE AND YOU MAY NOT GET BACK THE ORIGINAL AMOUNT INVESTED

HM REVENUE AND CUSTOMS PRACTICE AND THE LAW RELATING TO TAXATION ARE COMPLEX AND SUBJECT TO INDIVIDUAL CIRCUMSTANCES AND CHANGES WHICH CANNOT BE FORESEEN

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Approved by The Openwork Partnership on 27/12/2023