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
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
An internationally recognised financial planning credential. The holder must demonstrate a combination of experience, financial qualifications (usually AFPC/DipPFS) or equivalent, an IFP assessment, ongoing educational activity (continuous professional development) and ethical behaviour.
This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
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.
To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
This examination assesses a knowledge and understanding of the Governmentβs 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.
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 enhanced general pension knowledge, particularly in pension transfers and opt-out business.
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.
Associate members are those who have gone on to secure more advanced qualifications by completing the Advanced Diploma in Insurance or its predecessor the Associateship. This shows a commitment to continuous professional development.
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
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.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
This examination assesses a knowledge and understanding of financial protection plans.
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.
At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills
MCSI membership is full membership of the CISI, and denotes a high level of achievement and competence. It is awarded to those with a suitable combination of qualifications and experience
Associate members will have passed the institute's level 4 appropriate examination or transitional diploma examination.
This exam accesses understanding of the financial services industry including regulation and legislation.
This exam accesses understanding of the financial services and their regulation.
This exam accesses understanding of protection, savings and investment products.
This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits
* Retirement Planning Specialist - Pre-retirement funding and At Retirement advice on the options for meeting income and capital needs.
* Qualified Pension Consultants - Assistance to clients and other financial professionals with complex pensions advice and transfers. We advise on all types of UK pensions as well as QROPS.
* Specialist adviser to Expatriates. We advise expatriates on all aspects of their personal finances. We recognise that they have particular financial planning needs to do with their mobility between jurisdictions and more complex tax status. We also advice clients returning to the UK and those who are about to leave.
* We help business owners and professionals get their personal finances in order and keep them that way.
We provide clearly focussed advice that addresses our clients needs in language they find easy to understand.
Our structured review service helps clients to keep on top of their personal finances and gives them an opportunity to adjust their plans in good time if their situation changes.
Registered in England & Wales Number: 05712136
Registered Office: Suite 5, Chester House, 79 Dane Road
Sale, Cheshire, M33 7BP
Bridgewater Financial Services Limited is an appointed representative of Holborn Assets Limited of Suite 5, Chester House, 79 Dane Road
Sale, Cheshire, M33 7BP, which is authorised and regulated by the Financial Conduct Authority.
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