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.
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.
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 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 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 personal tax and trusts.
At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.
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
Danbro Financial Planning is the independent financial planning arm of the award winning Danbro Accountancy Group.
We work with clients from all backgrounds, but specialise in helping people who are thinking about, at or in retirement looking for professional help with their investment, retirement and estate planning needs.
First and foremost, our job is to really understand you and what you want to achieve from your available resources.
Once we have done that, we can develop a suitable and understandable plan together.
Finally we will make some recommendations, put everything in place for you and if you like, review your plans on a regular basis.
Because we believe in transparency and in value for money, our fees are fixed and based on the time and expertise needed to advise you rather than how much money you have to invest.
Helping you put in place a sound, straightforward, flexible and understandable plan/portfolio for your needs.
Your home may be repossessed if you do not keep up repayments on your mortgage.
Danbro Financial Planning Limited is an appointed representative of Sense Network Limited, which as authorised and regulated by the Financial Conduct Authority.
Danbro Financial Planning Limited is entered on the FS Register (<url hidden>) under reference 796167. The information contained within this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.
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it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.