J03 : The tax and legal aspects of business Qualification Success Story - PW9.ORG

Having been looking at completing my CII qualification for a while, I thought it would be a great idea to join the Forces Mutual who provide an excellent broker scheme. The scheme allows me to be able to use their office and get advice on suitable products to offer my clients.

After completing the insurance modules, I didn't feel confident enough in offering advice on tax and legal aspects of business so decided to complete this module. After searching online, I came across Kaplan, who provided a range of study options from self-study to classroom learning, which enabled me to fit studying around my full time job.

After speaking with one of the team members at Kaplan, we agreed that distance learning was the best option for me as I could study at home when convenient for me.

I received all the study material and course notes and started studying. The course notes were very helpful and allowed me to relate what I was learning to what I already knew from working in financial services for over 10 years. Also the tutor support via email was very helpful if I needed help with anything or had any questions that weren't covered in the study material.

This article has been written by the ICB to highlight the achievements of one of our members. We hope you find it inspiring.

Open and honest, Joanne Bamford is a successful ICB member who took on an entirely new career path when she started a family. In this Q&A, she tells us more about her story and how ICB helped her achieve success in her new career.