Vicky Fulcher, Director of Chapters Financial and soon to be Certified Financial Planner

30 October 2020

The team at Chapters Financial sends its warmest congratulations to Vicky Fulcher for successfully passing the Chartered Institute for Securities and Investment (CISI) Diploma in Advanced Financial Planning. The achievement of this Level 7 diploma means that Vicky can now apply to the CISI for Certified Financial Planner (CFP) status.

It is rare in these challenging times to report great news and we are delighted for Vicky in completing such a significant milestone.

Vicky noted, "I am really pleased with the assessment result. I have always believed that the CFP assessment is challenging and this proved to be the case during my work over the summer. The case study brings all one's knowledge together to achieve the 60 page report."

Keith Churchouse confirmed, 'I am thrilled for Vicky in achieving this result. This is a testament to her hard work and diligence in the application of her financial planning skills. Many congratulations!'.

More on the process of becoming a Certified Financial Planner can be found here: https://www.cisi.org/cisiweb2/cisi-website/study-with-us/financial-planning/why-study-financial-planning

Many congratulations again to Vicky Fulcher