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 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.
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 financial services industry, including regulation, legislation and the Code of Ethics.
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.
This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.
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.
This examination assesses a knowledge and understanding of financial protection plans.
At the end of this unit, candidates should be able to demonstrate an understanding of the: legal principles associated with the creation and management of a trust; main types of trusts that are common in the UK; taxation considerations relevant to trusts.
At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills
This exam accesses understanding of the financial services industry including regulation and legislation.
We take a broader approach to a better future
If you believe it is time for fresh thinking on wealth management, your wait is over.
At AFH, we believe that successfully growing your wealth has to begin with an effective financial plan – that’s why we’ve combined the two disciplines in an end-to-end holistic service that we, unsurprisingly, call “financial-planning-led wealth management”.
Our approach is simple: we provide a professionally qualified financial adviser to understand you and your financial needs and objectives. Your AFH adviser will be supported by a team of financial planning specialists who will prioritise and create your comprehensive financial plan.
We understand how important it is to ensure your money grows and maintains its buying power. Few advisory businesses have access to the necessary specialists in-house, and instead outsource which can make it expensive for clients. Our advisers are backed by our in-house team of investment professionals whose sole objective is to ensure your success.
Your adviser brings these services together and helps deliver understanding and ongoing review which is essential in any planning.
We are more than happy to provide advice to our clients on any single area of their financial future also.
AFH's CEO Alan Hudson has brought together fantastically well, a workforce of people, who really do care about the client and are committed to doing their best for AFH and AFH's clients.
I have never worked for a company before, who make it their integral mission to drive down charges using their expanding size, and then pass 100% of these cost savings onto the customer.
For this reason, as well as the level of expertise held within a single workforce, I believe AFH are a force to be reckoned with in the Wealth Management sector.
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