APFS
Sam is a Chartered Financial Planner. He has worked in Financial Services since 2013 and joined Attivo in 2020.
Sam holds the Diploma in Financial Planning and is a member of the Personal Finance Society (PFS), part of the Chartered Insurance Institute (CII).
Technical Excellence
All Financial Planners require a Diploma in Financial Planning to provide advice. Sam holds both the Diploma and the Advanced Diploma in Financial Planning.
To achieve Chartered status, Financial Planners must hold Advanced Papers from the CII. Sam holds the following Advanced Financial Planning Papers:
Investment planning and Business financial planning: He constructs and reviews investment strategies and portfolios aligned with risk tolerance, time horizon, and defined objectives.
