At Milestone, we take our team’s growth, learning and development seriously. Making sure our team are well prepared and understand the financial landscape is the best possible way to provide top-quality advice for you, our client. So, we’re all incredibly proud of Joel’s recent success in the first stages of the Chartered Insurance Institute’s R0 exams. Joel joined our team as a paraplanner in early 2021 and said;
“I first began sitting my exams in October of last year, starting with an exam called ‘R01’. This covers the areas of financial services, regulation and ethics. Thankfully I managed to pass R01 at the first time of asking, although this was no thanks to various technical difficulties leading up to the start of my exam! It hasn’t put me off though and I plan to continue with my next exam around mid-February and continue working towards my goal of becoming a Financial Adviser.””
Congratulations from all of us Joel, and best of luck with your next set of exams!!
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