Active Financial Planners Ltd
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.
This qualification helps advisers develop and demonstrate their financial planning capabilities.
To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.
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.
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.
This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.
At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills
This qualification assesses a knowledge and understanding of key elements of the mortgage process, specialist types of mortgage lending, challenges in the mortgage industry and the giving of mortgage advice.
We’ve been in our profession – and worked together as a team long enough to have a highly effective tried and tested way of working.
Even so, we’ve also got the flexibility and vision to be able to provide a highly personalised service that’s built around every individual and business we work with.
For clients, this means the best of both worlds. It means you’ll enjoy advice and support that’s geared specifically towards you or your business, but you’ll also reap the rewards of our extensive experience when it comes to knowing how best to achieve your desired results.
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Telephone
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Online (Live chat, video, email)
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Face to face
Registered in England & Wales No. 4039863 Registered Office: Active House, 1 Dukes Court, Thornaby, Stockton-On-Tees, TS17 9LR
Active Chartered Financial Planners is a trading name of Active Financial Planners Ltd which is authorised and regulated by the Financial Conduct Authority
The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK
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