We are delighted to announce that Anick has successfully completed his Diploma in Regulated Financial Planning. This CII qualification meets the FCA’s requirements for retail investment advisers.

“At first the biggest challenge with studying last year was COVID itself. I passed RO2 (Investment Principles and Risk) in February 2020 before lockdown occurred. Initially I found it hard to get my head back into studying. However, I felt determined to try and put the time in lockdowns to good use and this helped me to focus. I ended up passing 3 exams within 4 months. I am very happy to have obtained my diploma and also excited to get started on my advanced diploma. With a bit of luck...my focus and drive over lockdown means that I can hopefully enjoy a bit of summer first!”



Sam continues to impress us with her studies and is also working towards the Advanced Diploma and five years worth of experience to become chartered. Alongside this she has started working towards the CFP (certified financial planner) qualification with the CISI.  



bdb are really proud of the progress that both Anick and Sam continue to make and wish them continued success.

Posted by: Catherine Sherwood | Posted in: News