This exam accesses understanding of the financial services and their regulation.
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.
This qualification helps advisers develop and demonstrate their financial planning capabilities.
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 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.
This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.
This exam accesses understanding of protection, savings and investment products.
This exam accesses understanding of identifying and satisfying client needs.
This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits
AFH was founded in 1990 by chartered financial planner and current CEO Alan Hudson. With more than £5 billion in assets under management, AFH Wealth Management currently has more than 250 independent financial advisers who provide financial planning-led wealth management advice and services to the mass affluent and high-net-worth private client market in the UK, as well as to a number of companies.
We work with a financial planning-led wealth management mindset, that’s because we believe that successfully growing your wealth has to begin with an effective financial plan, to match your circumstances.
You’ll join us on a financial planning journey mapped out just for you, with a holistic view to ensure all your financial needs and aspirations are covered, understood and met. Our qualified independent financial advisers will help you to plan your financial future, supported by an in-house team of investment and research specialists to ensure you receive the best investment solutions on the market.
Whether you need help in a specific area, or require a more holistic financial plan, your personal goals and objectives are at the heart of everything we do at AFH. If circumstances change, we can adapt your plan to ensure you remain on track, and because we’re independent, we can search the whole of the market to find the products and providers that are right for you.
11 Napier Court
AFH Wealth Management is a trading style of AFH Independent Financial Services Limited, which is authorised and regulated by the Financial Conduct Authority. Financial Services Register no. 216704. Registered in England and Wales. Company no. 04049180. Registered Office: AFH House, Buntsford Drive, Stoke Heath, Bromsgrove, Worcestershire, B60 4JE. AFH Independent Financial Services Limited is a wholly-owned subsidiary of AFH Financial Group Plc.(company no: 07638831).
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