Kris Certscii's Location
Newcastle upon Tyne, GB
Kris Certscii's Work
- Compliance Policy Manager @ SimplyBiz
- Financial Adviser @ OneYou financial
- Financial Adviser @ WPS Advisory Limited
- Financial Planner @ Lowes Financial Management
- Paraplanner @ Lycetts
- Service Controller @ Santander
Kris Certscii's Education
- Chartered Insurance Institute
Advanced Diploma in Financial Planning (Financial Planning and Services)
- Chartered Insurance Institute
AF6 - Senior Management and Supervision (Financial Planning and Services)
2021 - 2021 - Chartered Insurance Institute
AF8 Retirement Income Planning (Financial Planning and Services)
2021 - 2021
- Chartered Insurance Institute
UP1 Inclusive Financial Planning (Financial Planning and Services)
2021 - 2021 - Chartered Insurance Institute
AF5 Financial Planning Process (Financial Planning and Services)
2021 - 2021 - Chartered Insurance Institute
J02 - Trusts (Financial Planning and Services)
2021 - 2021 - Chartered Insurance Institute
Regulated Diploma in Financial Planning (R01-R06)
2019 - 2019 - Chartered Insurance Institute
Diploma in Financial Planning (Financial Planning and Services)
2019 - 2019 - Chartered Insurance Institute
Certificate in Advanced Mortgage Advice (Financial Planning and Services)
2019 - 2019 - Chartered Insurance Institute
Certificate in Discretionary Investment Management (Investments and Securities)
2019 - 2019
Kris Certscii's Skills
- Long Term Customer Relationships
- Aat
- Banking
- Accounting
- Account Management
- Sales
- Business Development
- Finance
- Lead Generation
- Customer Relationship Management
Kris Certscii's Summary
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