Fellow of the Personal Finance Society

Among last-minute ISA applications and the usual insurance company correspondence arriving in our post this morning was confirmation that Martin has become a Fellow of the Personal Finance Society.

Fellowship is widely regarded as the premier qualification for those working in personal financial planning.

It is currently the highest qualification level offered by the Personal Finance Society, requiring years of study and exams to obtain.

Martin became a Chartered Financial Planner in 2007 and has recently undertaken a series of four examinations to reach Fellowship.

In November he passed the CII CF8 Long term care insurance paper, before moving on to the complete the CII ER1 Equity Release exam in December.

With a short break over Christmas, Martin continued his studies and passed the CII J10 Discretionary Investment Management exam at the start of February.

His final exam on the road to Fellowship of the Personal Finance Society was CII RO1 Financial services, regulation and ethics.

Passing this examination last month meant he qualified as Fellow of the Personal Finance Society and also completed the CII Certificate in Discretionary Investment Management.

Martin says he has no immediate plans for any additional professional qualifications, as his attention now switches to completing his first feature-length documentary and training for the two ultra marathons he has entered in 2014.