Qualifications

Matthew Randall: Chartered Financial Planner Chartered Insurance Industry logo

In June 2012, Matthew achieved the coveted Chartered Financial Planner status.

 

For the client, chartered status is a sign that the adviser has achieved the highest standards in the financial planning industry. Chartered Financial Planners have to:

  • demonstrate their commitment to learning and personal development
  • develop enhanced technical knowledge and sophisticated financial planning skills
  • use these skills to provide high quality financial advice
  • commit to continuing professional development
  • adhere to the governing body’s code of ethics

Chartered Financial Planners are entitled to use the sector-leading designation APFS. This is respected throughout the industry and increasingly acknowledged by the public as demonstrating the highest professional standing.

The development of chartered status is helping to place the financial advice sector on a par with other professions, such as accountancy and the legal services. In a fast-moving and competitive market, chartered status reinforces the importance of professionalism.

Certified Financial Planner

CFPCM certification is the only globally recognised mark of professionalism for Financial Planners.

As a Certified Financial PlannerCM Matthew has been tested to make sure he meets rigorous international competency, ethical and professional practice standards.

Matthew is qualified to deliver integrated financial solutions that allow you to take control of your finances and achieve your life goals leading to the best financial planning results.

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