AAB Wealth Chartered Financial Planners
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 qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.
This qualification enables professional advisers to develop specialist planning capabilities, covers topics like: personal tax and trust, business financial, pension and investment planning.
This qualification is a specialist qualification which demonstrates a knowledge and understanding of Financial Markets, Portfolio Construction Theory and Applied Wealth Management.
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 qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.
This qualification enables professional advisers to develop specialist planning capabilities, covers topics like: personal tax and trust, business financial, pension and investment planning.
This qualification assesses the knowledge and skills to enhance the career and promotion prospects of those aspiring to middle and senior management positions.
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.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits
We focus on your vitality, making choices that enrich your life and those around you. We ensure you have enough to enjoy spending, protecting, and giving away, when the time comes.
This is achieved by taking the time to listen and understand you, working together to create a clear picture of where you are now and what you want your future to look like.
We use our experience and expertise to put in place the right structures to protect, grow and keep your money with you and your loved ones. That’s something we like to do over the long term, supporting you as you move through different phases of life.
As part of our service you will benefit from a Nobel Prize-winning investment approach, specifically designed to generate long term growth for you, whilst keeping risk and costs to a minimum.
We work closely with our colleagues in the wider AAB firm, particularly those in the Private Client Tax team. This natural partnership ensures you can benefit from expert tax and wealth management advice, all under one roof.
It’s this comprehensive approach when working with you that makes us an award winning Chartered Financial Planning firm.
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