The Chartered Insurance Institute (CII) has announced an overhaul to its annual awards which celebrate talent at its local institutes and standards of excellence among its global membership.

A Paraplanner who works at wealth management and financial advice firm, Russell Ulyatt Financial Services, has become a Chartered Financial Planner.

Financial Planning is a relatively unknown career path, and Paraplanning within that is even less well known. 

I remember the first exam I passed towards achieving Chartered status, R02 Investment Principles and Risk, February 2014. Five years later and I’ve finally achieved Chartered status – something which feels like it has taken forever.