University challenger: The clever I(FA) in team

Teamwork takes practise

clock

Chartered financial planner Amyr Rocha-Lima approaches the end of his first term at CASS having learned that others' strengths are not his weakness, but can be his strengths too...

The month of November ended with handing in our first coursework assignments. For me, these assignments have stood out as a great opportunity to exercise creativity towards solving finance-related problems. While creativity is not a word we use much in a financial services context, it is a quality inherent in every single one of us. I must admit, at the start of this task I felt rather rusty on the concept of working in a team. I started my career as a business development manager (BDM) in the corporate world, and whilst this offered me exposure to world-class professional training...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

PA360: Advice firms 'brush over' data integrity fundamentals

PA360: Advice firms 'brush over' data integrity fundamentals

‘Your business and your people are under attack constantly’

Isabel Baxter
clock 25 April 2024 • 1 min read
PA360: The need for a financial plan 'has never been higher'

PA360: The need for a financial plan 'has never been higher'

‘It needs to be done in a different and innovative way’

Isabel Baxter
clock 25 April 2024 • 2 min read
PA360: Potential pitfalls for advisers amid push for AI integration

PA360: Potential pitfalls for advisers amid push for AI integration

Advisers must be not be ‘deceived into believing AI can solve all problems’

Sahar Nazir
clock 25 April 2024 • 1 min read