Laura Evans, who is already a fully-qualified mortgage adviser, completed the IFS’s diploma in financial advice this autumn, making her one of the youngest people to attain a level four.
Under the terms set out by the City watchdog’s RDR regime, financial advisers must complete an FCA-approved level-four qualification before they can provide investment advice.
Ms Evans said: “I began studying the DipFA qualification at 18 having gained my CeMAP mortgage qualification at 17. I’ve been amazed at how much I have been able to learn in nine months. I will now be able to provide advice on pensions and investments alongside mortgages and insurance, which will enable me to provide the highest-quality advice to my clients.”
Ms Evans, who works for Kidderminster-based financial planner Prosser Knowles Associates, said she planned to obtain chartered status.
Anne Kiem, chief executive of the IFS, said: “We’d like to congratulate Ms Evans on achieving this tremendous milestone and commend her for her hard work and commitment to learning and professionalism.”