Rita Harel Paves The Way As The First Isle of Man CFP™ Holder
14 December 2023
We are tremendously proud of our colleague Rita Harel who has recently earned the Certified Financial Planner™ (CFP™) designation, awarded by CISI.
This certification has been an immensely practical and fulfilling achievement in her career. At the core of the CFPTM certification lies the creation of a real-world financial plan for a client scenario, which has deepened Rita's understanding of financial planning.
While her prior Chartered Financial Planner exams provided her with strong technical knowledge, they were not a prerequisite for this pathway.
“I wholeheartedly recommend the CFPTM certification to fellow financial professionals, as it's not merely a pass-or-fail process; it's a dynamic learning experience that aligns with the client-centric approach I follow at Thornton Chartered Financial Planners.”
At Thornton Chartered Financial Planners, Rita and the whole team utilise state-of-the-art software to develop lifetime cash flow projections, allowing clients to envision their financial future. While these projections are based on various assumptions, they serve as a foundation for meaningful client discussions.
Throughout the case study, Rita meticulously built Excel spreadsheets and justified every assumption, underscoring the significance of having the right financial software in the hands of a skilled financial planner. This not only streamlines the financial planning process but also makes it more efficient and cost-effective for clients.
“I would like to say a big thank you to Thornton for supporting my study journey and to Jackie Lockie CFPTM for the online case study course and 1-2-1 training. I couldn’t have done it without Jackie’s help, especially the construction of 25+ interconnected spreadsheets.”
As the only Isle of Man CFP™, Rita hopes to inspire more professionals from the Isle of Man to embark on the rewarding CFP™ journey.
Feel free to connect with Rita on LinkedIn if you're contemplating the CFP™ designation – Rita would be delighted to hear from you!