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Sophie Bags CII Diploma Investments Exam

We are absolutely delighted to let all of our clients know that Sophie successfully passed her R02 Investment Principles & Risk paper from the Chartered Insurance Institute at the end of last week.

Sophie joined us in September, and is part of our future plans to have another qualified financial planner within the firm. These exams are so tough and it is a testament to Sophie’s character that she stuck with all of the study and training to gain this achievement.

The R02 paper is two hours long and is deliberately designed to dig deep into the knowledge of those that sit it. The time limit is testing and the concentration required is something that we all know about personally at Thomas and Thomas!

Sophie was tested on areas such as asset correlation, performance indicators and formulas, product differences, the taxation of various investments and so much more.  Her R02 book is now rather dog eared and I know that she will enjoy moving on to the next module within her financial planning diploma.

This achievement is such a boost to our small team. Training people takes time, money and bags of commitment. Seeing a local young person galloping along with knowledge and the desire to learn more is both refreshing and rewarding.

Well done Sophie – ‘onwards and upwards!’

Darren, Lisa and Katy.


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