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From Level 4 To Chartered Financial Planner - Is It Worth It? | Lewis Prosser
Lewis Prosser has spent years myth-busting what it takes to go chartered. He is joined this week by David Tait of Redmill Advance.
Lewis runs the St. James's Place programme supporting advisers from Level 4 through to Chartered status, and one of the most common myths he encounters is the assumption that becoming a Chartered Financial Adviser requires five years of experience, specifically as a financial adviser.
Interestingly, Lewis has never advised a client himself, yet he’s chartered, a fellow across three professional bodies, and holds a master's degree in finance. In this conversation…
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