Advanced Financial Planning
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.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management
The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice
Our experienced, qualified financial advisers have been serving clients both private and corporate across Aberdeen City and Shire and the wider UK for over 30 years. Whatever your financial requirements are, with Advanced Financial Planning you’re in safe hands. We pride ourselves on delivering simple and transparent financial advice for our clients, forging relationships that will last throughout their working lives and beyond.
Successful planning is all about expertise and regular review and in particular in identifying and managing change. Once an agreement has been made to do business, our clients commit to regular (at least annual) reviews in order to ensure financial plans are on track, and to make amendments or additions as may become necessary as circumstances evolve.
Our approach is simple. If we look after our clients then they will not want to go anywhere else – it is very much focused on long term client relationships, which often leads to intergenerational planning.
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