Another step towards achieving Chartered status

Some excellent news for Sian James this week, as she heard that she had passed yet another exam – this time the J10 – Discretionary Investment Management exam.

The exam looks at the role of the Discretionary Investment Manager, and teaches you to analyse and apply financial information and portfolio management skills.

Sian joined Kellands Gloucester in August 2018, and works as a paraplanner. However, her aim is to achieve Chartered Financial Planning status and she has been working assiduously towards this goal by achieving a host of exam successes.

Alongside her R01 exam, this latest exam pass also gives Sian the ‘certificate in discretionary investment management’.

So … on to the next exam on the road to Chartered!

Many congratulations Sian and best of luck with the next one!

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