Trainee Paraplanner Todd Crellin Earns CII Regulated Diploma

by | 15/08/2024 | Company Updates

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Trainee Paraplanner Todd Crellin Achieves Chartered Insurance Institute (CII) Regulated Diploma at MAC Financial

MAC Group is proud to announce that Todd Crellin, one of MAC Financial’s Trainee Paraplanners, has successfully passed the Chartered Insurance Institute (CII) Regulated Diploma in Financial Planning. This significant achievement marks a major milestone in Todd’s career and underscores MAC Financial’s commitment to the professional development of its team.

The CII Regulated Diploma in Financial Planning is a highly respected qualification in the financial services industry, providing a solid foundation in the core disciplines required for comprehensive financial planning. To earn the diploma, Todd completed exams covering six core areas, emphasizing technical knowledge and financial planning capabilities. The qualification is recognized for its rigorous standards.

Todd joined MAC Financial in May 2023 as a Trainee Paraplanner, bringing over three years of life assurance experience. He quickly established himself as a dedicated and knowledgeable team member.

 

Ed Walter, Head of Private Client Advisory, commented:

 ‘Since joining MAC Financial last year, Todd has dedicated himself to passing the CII Diploma in Regulated Financial Planning, investing around 400 hours of study time during this period. We are very proud of him. This accomplishment not only highlights his commitment to his career but also reinforces our firm’s dedication to providing clients with the highest standard of financial advice and service.’

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With his newly acquired diploma, Todd will continue to work in our Paraplanning team, supporting our advisers in delivering leading financial advice to our private and corporate clients.

An image of Trainee Paraplanner Todd Crellin

 

Todd Crellin, Trainee Paraplanner, added:

‘I am thrilled to have passed the CII Regulated Diploma and to continue my journey with MAC Financial. I’m grateful for the support and mentorship I’ve received since joining the company, and I’m excited to use my skills to further enhance our clients’ financial well-being.’

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