This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
An internationally recognised financial planning credential. The holder must demonstrate a combination of experience, financial qualifications (usually AFPC/DipPFS) or equivalent, an IFP assessment, ongoing educational activity (continuous professional development) and ethical behaviour.
This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.
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.
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 qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
This qualification assessed the knowledge and skills to enhance the career and promotion prospects of those aspiring to middle and senior management positions.
This examination assessed the knowledge and understanding of economic factors that affect risk from different investments, product features and regulatory framework of retail investments, taxation liabilities and portfolio planning.
At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.
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 demonstrated that the individual has a knowledge and understanding of all financial planning aspects of running a business and an ability to advise clients appropriately.
Established in 2006, Addidi is an independently owned and well respected boutique business. provides financial planning and investment management services. Its clients are executives, business owners and financially independent women.
Addidi’s mission is to create a business with a focus on doing the right thing, being inspired to be the best and aligning the interests of its clients, staff, management, shareholders and community.
The Addidi team is highly qualified, client centric and service driven. Its founder, Anna Sofat, has a Masters Degree from London School of Economics. She is both a Chartered Financial Planner and Certified Financial Planner.
We help our clients live a richer life by diligently taking care of their financial life. We provide independent financial planning and investment management services.
We also provide opportunity for women to co-invest as angel investors, philanthropists and to use their talent to help businesses.
The Addidi team is highly qualified, client centric and service driven. In 2012, 2013,2014 & 2015, we were featured in the Citywire’s Top 100 list.
Our mission is to create a professional business with ethics, inspiration and mutuality at its heart. We are beautifully different.
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