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 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 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 examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.
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.
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 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 examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
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 assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.
This examination assesses a knowledge and understanding of investment products and the risks involved.
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.
At the end of this unit, candidates should be able to demonstrate an understanding of: how the economic environment and individual company performance affects investment performance and investment decision making; how risk is measured and managed; the main principles governing how to construct an investment portfolio; the range of investment management services, how their performance is evaluated and their regulatory environment.
Apollo is proud to be accredited as Chartered Financial Planners by the Chartered Insurance Institute. A mark of experience, qualification and professionalism that few firms qualify for. Apollo has two Independent Financial Planners and two Mortgage & Protection Advisers located throughout Kent who are happy to discuss your requirements with you locally or at our head offices in Rochester if you prefer.
Apollo Pension & Investment Advisers are fully authorised to provide you with Independent, Whole of Market advice for Pensions, Investments, Mortgages, Equity Release and Life Insurance.
Apollo Pension & Investment Advisers provides a comprehensive financial planning service to its clients relating to their Pension & Investment requirements. Whether you have an existing Pension or Investment that you would like to us to review, or you are looking to invest for the first time, our knowledge and expertise in the field of financial advice allows us to establish your objectives and provide you with clear bespoke advice. We take great care and pride ourselves on advising clients on a range of pensions & investments, ensuring they suit their financial needs now, and in the future.
Christchurch House, Beaufort Court, Sir Thomas Longley Road, Rochester, Kent, ME2 4FX
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