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26

Insights

Career story: studying to become a Qualified Trade Finance Specialist

Sep 02, 2022
Juno Baker
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.
Career story: studying to become a Qualified Trade Finance Specialist

Career story: studying to become a Qualified Trade Finance Specialist

Sep 02, 2022
Juno Baker
Career story: studying to become a Qualified Trade Finance Specialist

Career story: studying retirement planning as a financial adviser

Jul 18, 2022
Juno Baker
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.
Career story: studying retirement planning as a financial adviser

Career story: studying retirement planning as a financial adviser

Jul 18, 2022
Juno Baker
Career story: studying retirement planning as a financial adviser

Career story: studying trade finance to succeed in challenging times

Jul 04, 2022
Ouida Taaffe
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.
Career story: studying trade finance to succeed in challenging times

Career story: studying trade finance to succeed in challenging times

Jul 04, 2022
Ouida Taaffe
Career story: studying trade finance to succeed in challenging times

Career story: studying retirement planning as a trainer in financial advice

Jun 16, 2022
Juno Baker
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.
Career story: studying retirement planning as a trainer in financial advice

Career story: studying retirement planning as a trainer in financial advice

Jun 16, 2022
Juno Baker
Career story: studying retirement planning as a trainer in financial advice

Career story: from football legend to financial adviser

Jun 09, 2022
Juno Baker
Former Hibernian FC goalkeeper, Jim McArthur tells us how he made the transition from footballer to financial planner.
Career story: from football legend to financial adviser

Career story: from football legend to financial adviser

Jun 09, 2022
Juno Baker
Career story: from football legend to financial adviser

Career story: studying PER to become chartered in banking

May 26, 2022
Juno Baker
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.
Career story: studying PER to become chartered in banking

Career story: studying PER to become chartered in banking

May 26, 2022
Juno Baker
Career story: studying PER to become chartered in banking

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