Recent CISI Chartered Wealth Manager qualification achiever, Nathan Valbonesi, who leads the investment and wealth advice team at Weatherbys Private Bank, did so well he has been asked to sit on the CISI exam panel.
There are 1,064 holders of the Certified Financial Planner certificate, and 3,110 CISI Chartered Wealth Managers, butValbonesi (pictured), is one of just 400 to hold both the Chartered Institute for Securities & Investment’s (CISI) Certified Financial Planner and Chartered Wealth Manager qualifications.
Valbonesi’s major case study submission for the financial planning award achieved the highest mark of the year and an award from the CISI. As a consequence, he has been asked to sit on the CISI exam panel.
Valbonesi says: “Over the past 20 years I must have spent thousands of hours studying for exams – first in England, then in Australia, where I lived for a decade and had to requalify, and now back in England, so I guess I’ve had a lot of practice at them!
“I love this job. We meet clients at all stages of life, hearing their stories, their challenges, and helping them. My big motivation has always been finding the right solutions, keeping it simple and understandable, even when that is technically complex – And for that you need the knowledge these qualifications bring.”
CISI CEO Tracy Vegro OBE said: “It’s vital that we have a well-trained adviser community and the CISI qualifications, continuing professional development and lifelong learning help raise industry skills and standards. This is crucial in maintaining consumer trust and confidence. Not many advisers reach the top rung of both the financial planning and wealth management qualification ladders. To do so – and as well as Nathan has done – bears testimony to his dedication and talent.”
