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26

Insights

Career story: studying to become a financial adviser

Aug 19, 2021
Sam Barr-Worsfold
Sam Barr-Worsfold has worked in banking and finance for seven years. In 2016 he decided to qualify as a financial adviser. He tells us why, about studying DipFA and why working in financial advice is so rewarding.
Career story: studying to become a financial adviser

Career story: studying to become a financial adviser

Aug 19, 2021
Sam Barr-Worsfold
Career story: studying to become a financial adviser

Career story: Studying sustainable finance in lockdown

Jul 15, 2021
Mutahara Gofur
Shada Elborno, Managing Director of Standard Chartered Bank, tells us about studying for the Executive Postgraduate Certificate in Sustainable Finance, what she loves about her job, and how she managed studying during lockdown whilst working.
Career story: Studying sustainable finance in lockdown

Career story: Studying sustainable finance in lockdown

Jul 15, 2021
Mutahara Gofur
Career story: Studying sustainable finance in lockdown

Career story: becoming a financial adviser and chartered

Jul 01, 2021
Juno Baker
Sarah Seeley started as an office junior before becoming a paraplanner, and then a financial adviser. Now a Chartered Associate of LIBF and a company director, she tells us about studying for Dip FA and Adv Dip FA – and why chartered status means she’s taken more seriously as a young professional.
Career story: becoming a financial adviser and chartered

Career story: becoming a financial adviser and chartered

Jul 01, 2021
Juno Baker
Career story: becoming a financial adviser and chartered

Career story: studying for CeMAP and CertPro during lockdown

Jun 24, 2021
Mutahara Gofur
Lijo George moved to the UK in 2019 and joined Owl Financial as a protection adviser. He’s been working as a financial consultant in Dubai, advising his clients on offshore savings, investments and whole of life unit linked insurance plans. He tells us about completing our qualifications, studying during the Covid-19 pandemic, and what’s important in regulated advice and financial services.
Career story: studying for CeMAP and CertPro during lockdown

Career story: studying for CeMAP and CertPro during lockdown

Jun 24, 2021
Mutahara Gofur
Career story: studying for CeMAP and CertPro during lockdown

Career story: studying for a degree while working

May 27, 2021
Mutahara Gofur
Daniel Heger is an Internal Auditor at Barclays. He’s worked in construction, in warehouses and as a lorry driver and became a full-time mature student while working and starting a family. He tells us about fitting his studies around his life and what he loves about working in banking and finance.
Career story: studying for a degree while working

Career story: studying for a degree while working

May 27, 2021
Mutahara Gofur
Career story: studying for a degree while working

Career story: How to become a financial adviser with DipFA

May 04, 2021
Mutahara Gofur
Kay Mechial, Senior Financial Planner at Black Lion, tells us about studying for the Diploma in Financial Advice (DipFA) qualification, what he loves about working as a financial adviser, and how to balance study, work, and personal life.
Career story: How to become a financial adviser with DipFA

Career story: How to become a financial adviser with DipFA

May 04, 2021
Mutahara Gofur
Career story: How to become a financial adviser with DipFA

Career story: my trade finance career journey

Apr 01, 2021
Esan Olumuyiwa
Over the last ten years, Esan Olumuyiwa has studied hard to complete eight trade finance qualifications – achieving the Diploma for Qualified Trade Finance Specialists (QTFS) in 2020. He shares his career story and tells us why he will never stop wanting to learn.
Career story: my trade finance career journey

Career story: my trade finance career journey

Apr 01, 2021
Esan Olumuyiwa
Career story: my trade finance career journey

Career story: updating digital skills to progress a banking career

Mar 22, 2021
Mutahara Gofur
As the banking landscape becomes more digital, bankers are looking to expand on their skills to reflect changing customer needs. Jackson Li tells us about studying for the Certificate in Retail and Digital Banking (CertRDB) qualification why he loves his job, and he shares his tips on fitting study around work.
Career story: updating digital skills to progress a banking career

Career story: updating digital skills to progress a banking career

Mar 22, 2021
Mutahara Gofur
Career story: updating digital skills to progress a banking career

Career story: studying trade finance in lockdown

Feb 25, 2021
Juno Baker
Sneha Gupta has been working in trade with Citibank for over 12 years – all her professional life. She tells us why she loves working in trade finance, about studying and passing exams in lockdown and shares her tips for successfully completing the Certificate in Supply Chain Finance (CSCF).
Career story: studying trade finance in lockdown

Career story: studying trade finance in lockdown

Feb 25, 2021
Juno Baker
Career story: studying trade finance in lockdown