Employee Success

Antonio Myers, the company’s Junior Research Analyst, has achieved his third exam pass on his way to becoming qualified in financial services and the investment market.

His career with Corestone Capital started in November 2019; after his initial training in-house, we suggested that to develop his career and ability to carry out the role, he studies the Chartered Insurance Institute and their comprehensive list of exams to become fully versed in this market.

The starting point was the Life and Pensions Foundation, which he passed and gave him an overview of the industry. This led him to study for the Award in Financial Planning, which, again, he passed the first time and with enthusiasm to continue his development and knowledge.

This June saw him enter the exam for the Award in Investment Planning, where he achieved a 90% pass.

At Corestone, all the advisers have qualifications that have been achieved in various countries to attain a level of knowledge and understanding in the Financial Services sector.

We pride ourselves on attaining these benchmarks; it helps develop our staff and gives customers peace of mind that we take the role seriously and would like to stay up to date in all aspects of what we do.

Antonio is now proceeding to study for the certificate in Financial Planning. He will continue to develop his skills and knowledge and, in turn, help our clients with any of their questions.

Please join me in congratulating Antonio on this achievement and when you are next here at our offices, be sure to chat with him; I know he would appreciate it.

“Knowledge has power. It controls access to opportunity and advancement” – Peter Drucker.

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