Congratulations on passing your
Portfolio Construction Theory Exam
We are delighted to announce that Harry Green and Daniel Froggatt have successfully passed the Portfolio Construction Theory Exam, a significant milestone in their journey towards achieving the Chartered Wealth Manager Qualification.
The Chartered Wealth Manager Qualification, awarded by the Chartered Institute for Securities & Investment (CISI), is a highly respected accreditation within the financial services industry. It demonstrates an in-depth understanding of wealth management principles and a commitment to delivering the highest standard of financial advice to clients.
At Luna Investment Management, we are dedicated to supporting our team’s professional development, ensuring that our clients continue to benefit from expert advice and tailored investment solutions.
A huge congratulations to Harry and Daniel on this well-deserved accomplishment! We look forward to supporting them as they take the next steps towards full Chartered Wealth Manager status.
This publication provides general information only and does not address individual needs. Articles are not advice and should not be fully relied upon. While efforts are made to ensure accuracy, information may become outdated. Seek professional advice before acting. We are not responsible for any resulting loss. Tax laws, rates, and reliefs may change, and their impact depends on individual circumstances. Investments can fluctuate, and past performance is not a reliable indicator of future results.
Luna Investment Management Limited (FRN: 923454) is an appointed representative of Thornbridge Investment Management LLP (FRN: 713859) which is authorised and regulated by the Financial Conduct Authority. Luna Investment Management is registered in England. No 12280396