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Our diary IFA passes Cemap with merit

Charles Helfferich, the York-based IFA who has been writing a diary in Money Marketing of his progress towards achieving the Cemap bridge paper, has passed with merit.

Helfferich, a partner with Grosvenor Financial Consultants, says Scottish Widows Bank helped him prepare for the exam, including a training session to introduce him to the Cemap syllabus and access to its email help facility to clarify any queries while studying.

Although the Institute of Financial Services lets brokers sit the exam in their own time at electronic test centres around the UK, Helfferich warns it can be hard to find a free slot due to the number of people trying to qualify by December 31.

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