Jenna Huartson, the youngest member of our team, has recently passed her final exam to attain Chartered status. Over the course of her employment in financial services, Jenna has taken 15 professional examinations to meet the qualification criteria. The exams cover an array of topics, including pensions, investments, taxation, trusts and estate planning.

Jenna has over 7 years’ experience in the industry, having worked at Springfield Financial Services for 5 years. She attends seminars/webinars on a regular basis to ensure her knowledge remains current and relevant. She continues to provide technical back-up and research for the team of financial advisers at Springfield Financial Services.

Across the professional landscape, from accountants to civil engineers, and of course through to insurance brokers/practitioners and financial planners, Chartered status stands proud as an indicator of the highest standards of learning and ethical behaviour. The gold standard.

Becoming a Chartered Financial Planner is challenging. It takes; technical knowledge and competence, through a series of online and written examinations; commitment to high ethical standards and behaviour, providing an honest, trustworthy and transparent service; and a commitment to continuing professional development, by ensuring knowledge and technical skills are maintained on an ongoing basis. All Chartered individuals must have at least 5 years’ experience in the industry.

Currently, only around 5,500 individuals and 800 firms have been awarded Chartered status. It is the ultimate symbol of professionalism and a natural aspiration for those who wish to see the highest standards and integrity.

In obtaining Chartered status, Jenna has joined an elite group of professionals at the forefront of the industry.