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.
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.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
Charles Stanley & Co. Limited is one of the oldest firms on the London Stock Exchange dating back to 1792 and is one of the leading investment management
companies in the UK, dedicated to serving the private investor with bespoke financial planning and investment management solutions.
At Charles Stanley we focus on providing high quality tailored advice and offering a personal service.
We have a range of services available, from advice on a one off basis for a specific goal such as retiring or managing Inheritance Tax ,to more complex needs where we create a full financial plan that covers all areas of financial planning.
Our recent awards include:
Top Financial Planning Companies 2018 - The Wealth Net
Investment and Wealth Management Awards 2018 - Winner
Best Wealth Manager for Tax and Trusts - FT Investor Chronicles
Gold Rating at Wealth Manager Awards 2018 - Portfolio adviser
Charles Stanley and Co. is authorised and regulated by the Financial Conduct Authority
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