DipFA, CeFA®, CeMAP®, CeRER®, MIFS
Maria has worked for over 18 years in the finance industry and is a highly qualified and an extremely experienced trainer. Her career involved a trading role within large international bank dealing rooms, where she dealt in various financial products, due to this, she has acquired excellent technical knowledge. She was later headhunted to work as a portfolio analyst for a large securities house.
Maria possesses well-focused teaching and exceptional communication skills, gained during her expansive career. Her forte is providing training on market analysis and product utilisation, as in the past, she has advised on a corporate level on asset and liability management. She has worked in an active IFA practice – offering technical support. Maria is DipFA, CeFA®, CeRER® and CeMAP® qualified and in addition to this, she has also taken time to complete a Preparing to Teach in the Lifelong Learning Sector (PTLLS) qualification to enhance her teaching skills and style. She now focuses primarily on training full time – offering courses through Clarity Financial Training Ltd – and her numerous training qualifications have helped her create the professional material used to deliver the Clarity FT courses.
Maria is highly numerate and possesses an exceptional ability to simplify complex information. She has excellent recall and a highly analytical mind that enables her to explain any subject matter clearly. Maria is immensely approachable and is commended by her students that she takes their learning experience to a personal level. Maria is a valuable member of our team.
CeMAP Distance Learning Tutor
Geoffrey Toulmin is a Senior Mortgage Consultant offering regulated mortgage and protection advice. Geoff has undisputed interpersonal and communication skills that make him excel in his chosen field. Geoff has a legal background with exceptional training skills gained over a successful career before becoming a practising mortgage adviser.
Geoff delivers the distance/learning courses and offers valuable support and input as he can utilise his hands on knowledge while working full time as a mortgage adviser. Geoff is an outstanding trainer and mortgage adviser. He is a truly valuable member of the team.