Early in May, Daniel was invited to attend the Annual General Meeting for the Sussex branch of the Chartered Insurance Institute to receive an award for ‘Best Completed Diploma in Financial Planning’. This was a great event hosted at the Amex Stadium. The event celebrated both the institute’s recent events and exciting plans for the future, whilst also recognising the outstanding achievements of local professionals in finance and insurance.
Reflecting on the achievement, Daniel said:
I was delighted to be awarded with the Best Completed Diploma in Financial Planning. The Diploma is made up of several different qualifications I have achieved, I was selected based on my average exam marks, the fact I passed each exam first time, and the speed with which I completed the qualification.
Kevin attended with me, and we both enjoyed meeting the volunteers behind the Sussex Insurance Institute, as well as the other award nominees.
Since the event, I’ve also been delighted to pass the Advanced exam in Investment Planning—my fifteenth exam over the past four years. With this final result, I’ve now earned enough credits to be granted Chartered Financial Planner status, a milestone I’m proud to have reached.
I’m grateful for the support of my colleagues at Herbert Scott throughout this journey, and I’m looking forward to applying what I’ve learned in ways that make a real difference for our clients.
Everyone at Herbert Scott is incredibly proud of Daniel and his outstanding achievements. Earning his Diploma, Advanced Diploma, and Chartered status in such a short timeframe is remarkable in itself, but to receive an award in recognition of these accomplishments makes it even more special.
Congratulations Daniel!