Our Qualifications
January 2024 Carl Melvin is elected as an Affiliate of The Society of Trust and Estate Practitioners (STEP) - the professional body for Estate Planning specialists
November 2023 Carl Melvin is appointed Case Study writer for the 2024 CFP examination by the CISI
December 2022 Carl Melvin is appointed to the Level 7 Certified Financial Planner Assessment panel of the CISI to oversee CFP Examination assessors
September 2021 Carl Melvin is appointed as a mentor for the CISI Mentorship Programme to mentor young advisers
May 2021 Carl Melvin is appointed Education Champion for the Personal Finance Society to deliver personal finance sessions to local schools
May 2020 Carl Melvin passes the SOLLA certificate of professional training & development in Consumer Vulnerability in Later Life
June 2018 Carl Melvin passes AF7 Pension Transfers examination - The Chartered Insurance Institute
March 2018 Carl Melvin is granted European Financial Advisor designation by the European Financial Planning Association
February 2016 Carl Melvin is elected a Chartered Wealth Manager by the Chartered Institute for Securities and Investment
December 2015 Carl Melvin is elected a Fellow of the Chartered Institute for Securities and Investment – Chartered FCSI
September 2014 Carl Melvin is accepted by Glasgow Caledonian University Business School to study for a PhD in Financial Planning (on hiatus)
June 2014 Carl Melvin successfully completes the Society of Trust & Estate Practitioners (STEP) exam in Financial Services
February 2014 – Carl Melvin graduates with an MSc with Merit Masters degree in Financial Planning from Manchester Metropolitan University
June 2013 Carl Melvin successfully completes a Post Graduate Certificate in Life & Retirement Planning from Kingston University, London
Jan 2013 Carl Melvin is elected a Fellow of the Personal Finance Society
Jan 2013 Carl Melvin successfully completes the R05 exam – Financial Protection Planning
August 2011 Carl Melvin successfully completes the CII CF8 exam – Long Term Care Planning
Nov 2010 – Carl Melvin is nominated in the Edinburgh Napier University “Alumnus of the Year awards 2010″
July 2009 Carl Melvin graduates with a 1st class honours degree in Financial Planning from Edinburgh Napier University
Jul 2008 Carl Melvin successfully completes an ordinary degree in financial services from Napier University
Jan 2007 Carl Melvin accredited as Divorce Financial Planner with Resolution UK
Nov 2006 Carl Melvin is awarded the Chartered Financial Planner title
Aug 2006 Carl Melvin passes CF2 – Investment & Risk
Aug 2006 Carl Melvin passes CF7 – Lifetime Mortgages
Jun 2006 Carl Melvin passes AC1 - Financial Advisers’ International Qualification
May 2006 Carl Melvin passes CF9 – Pensions Simplification
Jan 2005 Carl Melvin becomes an Associate of the Personal Finance Society
Oct 2003 Carl Melvin is elected an Associate of the Society of Financial Advisers
Oct 2003 Carl Melvin is elected a Fellow of the Life Insurance Association by Diploma
Jul 2003 Carl Melvin passes PMI certificate in Trustee Pensions Knowledge
Apr 2003 Carl Melvin is awarded the Certified Financial Planner licence
May 2002 Carl Melvin passes the IAB Diploma in Small Business Financial Management
Oct 2001 Carl Melvin passes CIBS certificate in Mortgage advice practice
May 1997 Carl Melvin passes Chartered Institute of Bankers Professional Investment Cert
June 1996 Carl Melvin is elected an Associate of the Institute of Financial Planning
Aug 1996 Carl Melvin is certificated in Financial Planning by Charted Insurance Institute
Jul 1996 Carl Melvin passes CII Advanced Financial Planning Certificate
March 1996 Carl Melvin passes CII G60 - Pensions ( Advanced)
October 1995 Carl Melvin passes CII F40 - Business Management
March 1995 Carl Melvin passes CII F30 - Corporate Investment Planning
March 1995 Carl Melvin passes CII F20 - Personal Investment Planning
October 1994 Carl Melvin passes CII F10 - Taxation & Trusts exam
Jul 1992 Carl Melvin passes CII Financial Planning Certificate
May 1992 Carl Melvin passes CII F03 - Pensions exam
May 1992 Carl Melvin passes CII F02 - Life Assurance & Other Investments exam
May 1992 Carl Melvin passes CII F01 - Marketing, Sales & Investor Protection exam
March 1991 - Carl Melvin passes CII 010 - Introduction to Insurance
Mar 1989 Carl Melvin elected an Associate of the Corporation of Insurance Financial Advisers