Amira Norris Chartered Financial Planner
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  • Home
  • About Me
    • Personal Me
    • Professional Me
  • Sites I Support
  • Favourite Quotes
  • Stepping Stones
  • Contact

Skills & Qualifications

Sharpen the Saw ~ Stephen Covey, The Seven Habits of Highly Effective People

Sharpening the Saw means preserving and enhancing the greatest asset you have--you. It means having a balanced program for self-renewal in the four areas of your life: physical, social/emotional, mental, and spiritual.
PROFESSIONAL QUALIFICATIONS
Financial Planning Certificate in 2000/01
G10: Taxation and Trusts in October 2002
S&I: Savings and Investments AFPC in July 2003
G20: Personal Investment Planning in October 2003
G30: Business Financial Planning in April 2005
CF6: Mortgage Advice in January 2006
CF7: Lifetime Mortgages in January 2006
Institute of Professional Will Writers Qualification
(Full Will Writer) in April 2006
G60: Pensions in October 2006
CF8: Long Term Care - June 2007
CF9: Pensions Simplification – July 2007
JO5: Pension Income Options – October 2007
JO7: Supervision – October 2007 (Distinction)
HR1: Home reversion – March 2009
Chartered Financial Planner - April 2009
R01: FS Regulation & Ethics - November 2012
J11: Wrap and Platform Services - November 2014
J10: Discretionary Investment Management - March 2015



EDUCATION
UNIVERSITY COLLEGE LONDON (1997-2000)
BSc (hons) Geography, Grade:2:1

This course embraced all aspects of Geography including
economic, political and environmental concerns. My
focus was on environmental consciousness, more
specifically regarding aquatic environments and the use
of artifical wetlands for wastewater purification.

FOREST SCHOOL, Snaresbrook, London (1990-97)
Publications

Practice Life - Owners Guide to Succession Planning - April 2015
File Size: 1313 kb
File Type: pdf
Download File

Copyright © Amira Norris 2018. All rights reserved. This website is for information only and any views expressed do not constitute financial advice. The views expressed here are personal and do not necessarily reflect those of my employers.