From Level 4 To Chartered Financial Planner - Is It Worth It?

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 ch...