Lisa Rutherford

Financial Planner at Benchmark Financial Planning
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Contact Information
us****@****om
(386) 825-5501
Location
Londonderry, Northern Ireland, United Kingdom, UK

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Bio

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Credentials

  • CF8 - Long Term Care Insurance
    Chartered Insurance Institute
    Dec, 2022
    - Oct, 2024
  • AF1 Personal Taxation & Trusts
    Chartered Insurance Institute
    Sep, 2022
    - Oct, 2024
  • R02 Investment principles and risk
    Chartered Insurance Institute
    Apr, 2022
    - Oct, 2024
  • R04 Pensions and retirement planning
    Chartered Insurance Institute
    Mar, 2022
    - Oct, 2024
  • R06 Financial planning practice
    Chartered Insurance Institute
    Jan, 2018
    - Oct, 2024
  • R01 Financial services, regulation and ethic
    Chartered Insurance Institute
    Aug, 2017
    - Oct, 2024
  • LP2 Financial services products and solution
    Chartered Insurance Institute
    May, 2017
    - Oct, 2024
  • R03 Personal taxation
    Chartered Insurance Institute
    Mar, 2017
    - Oct, 2024
  • R05 Financial Protection
    Chartered Insurance Institute
    Nov, 2016
    - Oct, 2024

Experience

Education

  • Ulster University
    Bachelor of Science - BS, Business Studies with Accounting
  • Chartered Insurance Institute
    CII Level 4 Diploma in Regulated Financial Planning, DipPFS
  • Chartered Insurance Institute
    Award in Long Term care, Award in Long Term care
  • Chartered Insurance Institute
    Diploma, Financial Planning and Services
  • Chartered Insurance Institute
    Certificate in Financial Services, CertCII (FS)
  • City & Guilds
    Level 2 & 3 in Providing Financial Services

Community

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