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

Is being Chartered worth it? Breaking down the perennial dissensus

Is being Chartered worth it? Breaking down the perennial dissensus

‘Many non-Chartered advisers are just as competent as those who are’

Hope Coumbe
clock 10 May 2024 • 4 min read
Andrew Goodwin: Financial advice and the Evangelista effect

Andrew Goodwin: Financial advice and the Evangelista effect

'Future of advice lies in independence, approachability and affordability'

Andrew Goodwin
clock 10 May 2024 • 4 min read
Aviva integrates robotic process automation into platform capabilities

Aviva integrates robotic process automation into platform capabilities

Robotic process automation removes need for client by client process

Sahar Nazir
clock 09 May 2024 • 1 min read