Skip to main content
Personal Finance Professional – setting standards and guiding the profession - return to the homepage Personal Finance Professional logo
  • Search
  • Visit Personal Finance Professional on Instagram
  • Personal Finance Professional on Twitter
  • Visit @PersonalFinanceSociety on Facebook
Visit the website of the Chartered Insurance Institute Logo of the Chartered Insurance Institute

Main navigation

  • Home
  • News
  • News analysis
  • Features
  • Study room
  • Opinion
  • PFS Radio
  • Digital magazine
Quick links:
  • Home
  • Personal Finance Professional Issues
  • SPRING 2023
Features
Events

PFS graduation - Leading the way

Share on
  • Twitter
  • Facebook
  • Linked in
  • Mail
  • Print
Open-access content Friday 17th February 2023
Authors
Luke Holloway
ytf

As the PFS graduation ceremony returned at the end of last year, Luke Holloway met a pair of professionals recognised for their achievements

In late 2022, the PFS was delighted to once again welcome graduates to a ceremony for those qualifying as Chartered financial planners, Associates or Fellows of the PFS between July 2019 and June 2022.

Having been put on hold due to the pandemic, the graduation was the first since 2019 and was held across two ceremonies in Westminster’s Central Hall.

More than half of those in attendance graduated as Chartered financial planners, with just less than half being honoured as Fellows of the PFS.

Two graduates who collected both Chartered and Fellowship awards on the day were Matt Begley and Alan Hoskings, both of Harris Begley Financial Planners in Cornwall, England.

“It has taken years of hard work, studying and exams, but I am really proud of what we have achieved,” Hoskings tells us. “As a financial planning professional, clients expect you to be qualified but we have shown the willingness to go above and beyond, and be the best of the best.

“I absolutely love what I do and I want to do it to the best of my ability” he says. “I want people to know that they are dealing with somebody who is at the top of their game.”

This is far and away the best qualification across the profession – I think it puts you head and shoulders above the rest

“Becoming a Fellow really sets you apart,” adds Begley. “It is respected among your peer group, demonstrates your dedication, shows your value and really boosts your self-esteem. People see you in a different light.

“Everything we have studied is relevant, even if, when you are studying it, you think it might not be. As I’ve become more qualified, I’ve moved into new areas and can deal with more complex cases,” says Begley.7tf7f

Fellow journey

The pair have both worked in various areas of the financial services sector for more than 20 years and were each already on their journey through professional qualifications when their paths crossed in 2017 and Hoskings began working at the firm Begley had founded.

Having completed their Diploma and Advanced Diploma, they were both awarded their PFS Fellowship in 2019.

“This is far and away the best qualification across the profession –  I think it puts you head and shoulders above the rest,” says Hoskings. “If you are serious about having a career, not a job, this is the route to take.”

Begley agrees: “Other qualifications have their place but throughout the profession, the level of the PFS qualification is deemed to be superior as well as more difficult to achieve.

“From a business point of view, I will not recruit someone who has not got a PFS qualification. The difference in knowledge and technical capability is clearly visible.”

In March, the pair plan to visit a local school in Truro during a careers event to tell students about a potential career in financial services. Their achievements have even encouraged other team members to begin further qualifications with the PFS.

“By the two of us leading by example, we have now seen others across the business push on and want to become Chartered,” says Begley. “Some are quite new to the profession and are already focused on achieving Chartered status, while others want to expand their knowledge into new areas – it is great for our firm and ultimately for our clients.”

To find out more about PFS qualifications, visit: www.thepfs.org/qualifications

Luke Holloway is editor of PFP

 

Screenshot 2023-02-17 at 09.54.58.png
This article appeared in our SPRING 2023 issue of Personal Finance Professional .
Click here to view this issue

You may also be interested in...

hjvb

Teaching tax

As new research shows significant numbers of UK adults do not understand the tax they pay, Liz Booth uncovers a huge opportunity for financial planners to engage with their clients on tax literacy
Friday 17th February 2023
Open-access content
uyg

"Scams - Spot the warning signs "

Alison Steed reports on the red flags advisers and their clients should look for as financial scams continue to rise
Friday 17th February 2023
Open-access content
yktc

Rebuilding the mortgage market

Aamina Zafar reports on a market still recovering from the disastrous mini-Budget and rising interest rates
Friday 17th February 2023
Open-access content
sh

Economic outlook - how can advisers help?

As 2023 begins where last year left off, with widespread strikes, high energy costs, bad weather and a cost-of-living crisis, Liz Booth looks for signs of recovery
Friday 17th February 2023
Open-access content
n;

Rethinking retirement

The cost-of-living crisis and politics are playing havoc with many people’s retirement plans, as Liz Booth reports
Friday 17th February 2023
Open-access content
web_Woman-reading-statistics_credit_SFIO-CRACHO_shutterstock_1382663072.jpg

Not a wealth of diversity

Laura Miller asks: what is financial advice’s problem with attracting more women and how can it be fixed?
Thursday 26th January 2023
Open-access content

Latest from Events

web-p44-Man-in-swing-iStock-1199153135_ext.jpg

The return of the PFS Annual Conference

We are delighted to be delivering one of the highlights of our year – the Personal Finance Society Annual Conference.
Monday 27th September 2021
Open-access content
web_p38_feel-the-power.png

Power Events

If you haven’t visited the PFS POWER website at pfspower.org yet, now is the time, with brand new content added every week.
Monday 7th June 2021
Open-access content

Latest from Luke Holloway

web_p10_investment_shutterstock_754730455.png

Regulatory radar - Winter 2021

Luke Holloway shares the latest regulatory updates from the financial services profession
Thursday 2nd December 2021
Open-access content
web_p30-31_HIRES_umbrella_GettyImages-1207682830_ext.png

Retirement storm brewing

Luke Holloway examines the impact Covid-19 is having on the Bank of Mum and Dad
Friday 12th February 2021
Open-access content
web_p23_HIRES_webinar_iStock-1221479375_fade.png

PFS webinars - What clients want

One of the latest PFS Power webinars explores what clients want and how to meet their needs, Luke Holloway finds out more
Friday 12th February 2021
Open-access content

Latest from Features

rs

The return of the PFS Festival of Financial Planning

Molly Burchell shares key takeaways from the hugely successful PFS Festival of Financial Planning
Friday 2nd December 2022
Open-access content
td

Personal Finance Awards - Investing in the future

Liz Booth speaks to winners of this year’s PFS Personal Finance Awards
Friday 2nd December 2022
Open-access content
65r

Stream of talent

Succession planning is vital to the ongoing success of a financial planning firm. Simoney Kyriakou speaks to those shortlisted at this year’s Personal Finance Awards to uncover their strategy
Friday 2nd December 2022
Open-access content

Latest from SPRING 2023

rsx

Autumn Statement: Key changes

Niki Patel highlights key changes and tax planning opportunities for clients following the Autumn Statement
Friday 17th February 2023
Open-access content
fx

PFS Publishes Consumer duty good practice guide for financial advisers

In support of the Financial Conduct Authority’s (FCA) flagship regulatory reform, the Consumer Duty, the PFS has created a good practice guide for personal finance firms.
Friday 17th February 2023
Open-access content
zx

PFS responds to future disclosure framework discussion

The Financial Conduct Authority (FCA) has published its Discussion Paper on a Future Disclosure Framework.
Friday 17th February 2023
Open-access content
Share
  • Twitter
  • Facebook
  • Linked in
  • Mail
  • Print

BECOME A MEMBER

BECOME A MEMBER

SUBSCRIBE TO PRINT

SUBSCRIBE TO PRINT
PFP
​
FOLLOW US
Twitter
LinkedIn
Youtube
CONTACT US
Tel: +44 (0) 20 7880 6200
Email
Advertise with us
​

About the PFS

About us
Membership
Qualifications
Events

PFP magazine

Digital magazine
Podcasts
Blog
News

General Information

Privacy Policy
Terms & Conditions
Cookie Policy
Think Green

Get in touch

Contact us
Advertise with us
Write for PFP Magazine
Want to receive PFP Magazine
Not a member but interested in knowing more? Click here.

© 2023 • PFP Magazine is published by Redactive Media Group. All rights reserved. Reproduction of any part is not allowed without written permission.

Redactive Media Group Ltd, 71-75 Shelton Street, London WC2H 9JQ