Route to chartered
Level 4 qualified for a few years now. Made the decision to work towards achieving chartered status over the next couple of years (end of 2028).
Current credits/certificates:
L4 DiFA - 50
R02 - 20
J10 - 20
J12 - 20
R03 - 10
RO4 - 10
R05 - 10
CF8 - Long term Care Insurance -15
Total = 155
Planned sittings:
J02 - trusts (20)
AF1 - personal tax & trust planning (30)
AF8 - retirement income planning (30)
AF5 - financial planning process (30)
AF6 – Senior Management & Supervision (30)
This should bring me up to 295 credits total
- I have chosen the fist 2 x AFs as they play to my strengths and cover topics I deal with regularly in my day job
- J02 chosen to support AF1 studies
- AF5 as mandatory
- AF6 is only on there as a colleague told me it’s a good one to do, but I’m open to other suggestions
Does this sound like a clear pathway?