This qualification is a specialist qualification which demonstrates a knowledge and understanding of Financial Markets, Portfolio Construction Theory and Applied Wealth Management.
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.
This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.
To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.
This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.
This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.
This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.
This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
At the end of this unit, candidates should be able to demonstrate an understanding of the: main tax and legal frameworks that govern the accumulation phase of building up retirement benefits under registered pension schemes; features of defined contribution and defined benefit pensions; choices faced by early leavers and use of transfer value analysis; State retirement benefits available, including the risks and suitability of contracting out of the State Second Pension.
This examination assesses a knowledge and understanding of investment products and the risks involved.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.
At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
At 1825 we have one goal: to help our clients live the life they choose. We believe that a professional financial plan has the power to do that. By working with us now, you’ll create more choices and opportunities to make a tangible difference to your quality of life in the future.
We take the time to understand what you want from life, then we’ll be with you through it all – protecting you from the unexpected and helping you make the most of everything that comes your way.
Everyone in 1825 is committed to working the way you want, providing a high quality service to help you with your decisions. We can advise you on all your existing investments, or help you find new solutions using our expertly-managed panels, from a range of providers. Whether you’re planning for longer-term goals, or need help with a specific issue such as transferring a pension, we’re there to give you the support you need.
Many of our team have achieved chartered status – the most advanced financial planning qualification available. Our people are professional, qualified and straightforward, but most of all, they are truly passionate about doing the right thing for you.
1825 offers a full financial planning service, including specialist advice on tax planning, trusts, Wills and Power of Attorney.
When advising on new products or investments, we work with a carefully selected range of solutions. This enables us to use our scale to negotiate better rates for clients. As we do not undertake whole of market research in all product areas, our service is defined as Restricted, not Independent.
Rest assured - we will only recommend a product or investment option if we believe it is suitable for you and the advice we give you will always be impartial.
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