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26

Insights

Career story: studying retirement planning and working towards chartered

May 06, 2022
Juno Baker
Matthew Goodall has been working in regulated advice for around ten years, but as a financial adviser wanted to know more about pensions and later-life planning for his clients. He tells us about studying the Level 6 Financial Planning in Retirement qualification, how it’s helping his career and why he’s working towards chartered.
Career story: studying retirement planning and working towards chartered

Career story: studying retirement planning and working towards chartered

May 06, 2022
Juno Baker
Career story: studying retirement planning and working towards chartered

Career story: learning from experts with Certified Fintech Practitioner

Apr 28, 2022
Juno Baker
An experienced wealth manager, studying for a PhD on the impact of robo-advice, Addo Boadum tells us what makes the Certified Fintech Practitioner (CFP) course exceptional and how the learning is helping him in his new role.
Career story: learning from experts with Certified Fintech Practitioner

Career story: learning from experts with Certified Fintech Practitioner

Apr 28, 2022
Juno Baker
Career story: learning from experts with Certified Fintech Practitioner

Career story: studying sustainable finance as an environmentalist

Apr 22, 2022
Juno Baker
What makes someone who works for an environmental NGO study sustainable finance? And how has understanding banking and finance helped her in set up and find partners for environmental projects?
Career story: studying sustainable finance as an environmentalist

Career story: studying sustainable finance as an environmentalist

Apr 22, 2022
Juno Baker
Career story: studying sustainable finance as an environmentalist

Career story: becoming a trade finance professional with CDCS and CITF

Mar 14, 2022
Ouida Taaffe
Lu Wei, Operations Manager at China Construction Bank, explains what attracted her to a career in trade finance, what she has gained from taking CDCS and CITF and what she plans to do next.
Career story: becoming a trade finance professional with CDCS and CITF

Career story: becoming a trade finance professional with CDCS and CITF

Mar 14, 2022
Ouida Taaffe
Career story: becoming a trade finance professional with CDCS and CITF

Career story: advancing in trade finance with QTFS

Feb 21, 2022
Juno Baker
Hussain Haider has been working in trade finance for almost 20 years and, for the last year, has been the Manager of the Trade Finance Department at Alubaf Arab International Bank. Having completed three of our qualifications – CDCS, CITF and CTFC – he now holds the Diploma for Qualified Trade Finance Specialists (QTFS).
Career story: advancing in trade finance with QTFS

Career story: advancing in trade finance with QTFS

Feb 21, 2022
Juno Baker
Career story: advancing in trade finance with QTFS

Career story: from graduate to chartered in banking

Feb 14, 2022
Juno Baker
Dunston Pisani shares his story of working towards the Advanced Diploma in Banking & Finance (AdvDipB&F), how it’s helped perform in his job and how being Chartered in Banking has helped him progress his career.
Career story: from graduate to chartered in banking

Career story: from graduate to chartered in banking

Feb 14, 2022
Juno Baker
Career story: from graduate to chartered in banking

Career story: studying for Level 6 as a paraplanner

Jan 31, 2022
Juno Baker
Manchester-based, Alison Swift works as an adviser and analyst and has been in financial advice for 22 years. She tells us about studying for her Level 6 Advanced Diploma in Financial Advice, and how the qualification has helped her progress.
Career story: studying for Level 6 as a paraplanner

Career story: studying for Level 6 as a paraplanner

Jan 31, 2022
Juno Baker
Career story: studying for Level 6 as a paraplanner

Career story: encouraging women into financial services

Jan 25, 2022
Juno Baker
Despite a successful career, Dawn Patrick struggled to land the right financial services role after having children. Now she’s a successful financial adviser supporting other women entering the sector.
Career story: encouraging women into financial services

Career story: encouraging women into financial services

Jan 25, 2022
Juno Baker
Career story: encouraging women into financial services

Career story: moving into trade finance with CDCS

Jan 17, 2022
Ouida Taaffe
SeungHyun Kang is an Assistant Manager at KB Kookmin Bank. She explains how studying CDCS helped her broaden her knowledge of trade finance and develop the career she wanted.
Career story: moving into trade finance with CDCS

Career story: moving into trade finance with CDCS

Jan 17, 2022
Ouida Taaffe
Career story: moving into trade finance with CDCS