Insights

Sonny Kurmi tells us about his journey from a Saturday job in a local bank to setting up his own financial advisory firm and achieving chartered status.

Jie Yin is a Product Manager at the Export-Import Bank of China who decided to take all six of our trade finance courses within three years. He explains how he managed the pressure of studying alongside his professional career, and what passing the trade finance qualifications has meant for his work in the bank.

For National Careers Week, we spoke to Ryley Hare, a finance and operations assistant at IMR Metallurgical Resources AG and LIBF alumnus, about life after graduating and his career so far.

Mrs Xu Yi is a Trade Operations Manager at National Australia Bank Limited in China and has been working in trade finance for 23 years. Since 2013, she’s been studying our qualifications and is now a Qualified Trade Finance Specialist (QTFS). She tells us about her experiences of, and motivation for, studying.

Judson Henry is a Financial Planning Manager at Nationwide Building Society. He’d already done his Level 6 qualifications with LIBF and was chartered. But when the opportunity to study Financial Planning in Retirement (FPIR) presented itself, he embarked on the course. He tells us about working as a financial adviser, changes in retirement planning and the advantages of being chartered.

Trade credit and trade finance underpin global trade. Christoph Buchmann, Head of International Trade Credit Business at SÜDVERS explains why he took the CITF and CTFC qualifications and why they have been particularly useful in a time of global crises.

Financial Planning in Retirement (FPIR) is a Level 6 qualification which prepares advisers to help customers take an overall approach to organising their later-life finances. So why did a professional trainer of financial advisers want to study it? Barry Cunningham gives his professional opinion of FPIR and shares his tips on fitting study around work.

Former Hibernian FC goalkeeper, Jim McArthur tells us how he made the transition from footballer to financial planner.

After a career spanning over three decades, Sarah Drake recently became chartered in banking through our Professional Experiential Route (PER). She tells us how reflecting on her career has helped her develop new ways of working and opened up new opportunities.