Callum makes striding progress towards becoming a financial adviser
We’re delighted to share that Callum has passed his Level 4 Diploma in Regulated Financial Planning – a major milestone on his journey to becoming a financial adviser.
Callum joined Investing For Tomorrow in 2022 as a business administration apprentice through Calderdale College, and has been working hard ever since to build his career in financial planning. Having passed his Level 4 Diploma, he’s now stepped into the role of Financial Planner and is listed on the FCA’s Financial Services Register.
Callum will spend the coming months working alongside Toby and Gary to be formally signed off as a “competent adviser”, with the aim of taking on more advising responsibility himself in 2027.
Callum said: “I’m excited to take the next steps in my career towards becoming a fully qualified financial adviser. Starting out as the office apprentice four years ago, I was passionate about working closely with clients to make a genuine, positive difference and help them achieve their financial goals. Being given the opportunity to train as a financial adviser has been an amazing experience — but I know this is still just the beginning of my learning journey.”
Callum will now continue working towards Chartered Status, a process that will still take a couple more years of hard work and dedication – not to mention plenty more exams!
