Two Questa employees, Molly Clayton and Oliver Billington, have achieved exam success, passing the Financial Planning Process (AF5) qualification.

Molly and Oli’s achievement strengthens the team’s expertise at Questa, an independent financial advice and wealth management practice based in Blackpool. The AF5 exam is recognised as a challenging qualification within the Chartered Insurance Institute’s (CII) advanced-level framework, focusing on the practical application of financial planning knowledge.

Molly Clayton said: “Passing this exam feels like a big step forward in my career. It’s been a tough process, but it’s all worth it to improve how I can help our clients achieve their financial goals.”

The AF5 qualification tests candidates’ ability to develop comprehensive financial plans, drawing from advanced technical knowledge in areas such as taxation, trusts, and pensions. Candidates receive a detailed case study two weeks before the exam, requiring them to produce a tailored financial plan during a three-hour assessment.

Oli Billington said: “The AF5 exam was definitely one of the most challenging I’ve faced, but I’m thrilled to have passed. It’s all about applying what we’ve learned in real-world scenarios, which is both tough and rewarding.”

Questa owner Anthony Hoskisson said: “Both Molly and Oli have worked extremely hard to achieve this qualification. Their dedication to their studies reflects the commitment we have at Questa to provide the best advice and support for our clients. We’re all very proud of them.”

With their new qualifications, Molly and Oli enhance the firm’s ability to offer expert guidance to clients navigating complex financial decisions.