Mortgage adviser, Kayleigh Ross, is celebrating after passing her final exam to gain the Diploma in Regulated Financial Planning. Kayleigh Ross who works at Phil Anderson Financial Services has passed the Chartered Insurance Institute Exam R06 – Financial planning practice. Upon completion of the exam, Kayleigh has now become a fully qualified Financial Adviser.
Commenting on the exam success Phil Anderson, Managing Director at Phil Anderson Financial Services, said “Kayleigh is such an important part of the team and she has been doing so much training and studying to become a financial adviser. It is great that Kayleigh can now help clients with investment, pension, and inheritance tax planning as well as mortgages. Kayleigh joined our team two years ago and she has become an excellent mortgage adviser. The number of referrals Kayleigh gets from clients is amazing and I have no doubts she will do just as well with the financial planning and wealth management side of the business.”
Miss Ross’s exam success is even more of an achievement after the problems she had during the exam. The examination took place in Aberdeen and a technical problem led to a delay in the start time. There was also a technical issue during the exam and Miss Ross had to leave 20 minutes early to catch her flight back to Wick Airport. This meant that she did not have enough time to answer the final two questions of the exam paper.
Commenting on becoming a fully qualified financial adviser Miss Ross said “I am so relieved that I am now through the last of my Diploma exams. It has been quite a challenge to get studying done as work has been very busy and I have had to put in a lot of hours in the evening to get through this. I would like to thank Phil for paying for the exams and for all the support in helping me achieve this.”