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.
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 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.
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.
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.
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 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.
This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.
At Brantwood Financial Planning, we believe that the appointment of the right Independent Financial Adviser is fundamental to your future wealth and prosperity. Based on our combined experience, professional qualifications and "Adviser to Client ratio", we are confident that all your financial planning goals can be achieved by becoming one of our clients.
We have also been granted "Corporate Chartered" status by the Chartered Insurance Institute, the most highly regarded award currently available within our Profession.
We pride ourselves on the fact that only our Directors will offer you the guidance and financial advice you need. You are assured of a very personal yet highly professional service from the Directors of our Company who between them, have over sixty five years experience in financial planning.
All our Directors are Chartered Financial Planners, which is the highest level of qualification currently awarded by the Chartered Insurance Institute
At Brantwood Financial Planning Ltd all our advisers are Chartered Financial Planners and Independent Financial Advisers. We work closely with our clients to provide investment, pension, IHT and tax planning advice that is always tailored to their personal needs and circumstances.
One of our key focuses is to add real value to our clients' situations. We make time to understand our clients, their current position and their longer term aspirations.
Our low client numbers mean that we can provide a very bespoke, pro-active service to all our clients.
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