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 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 qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.
This exam accesses understanding of the financial services and their regulation.
This exam accesses understanding of protection, savings and investment products.
This exam accesses understanding of identifying and satisfying client needs.
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.
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 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.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This qualification assessed a knowledge and understanding of portfolio investment management.
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 assessed specialist supervisory knowledge and skills in the regulatory environment.
This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.
This examination assessed knowledge and understanding of the range of investments available for planning of pensions and to be able to apply the construction of a pension portfolio management for a client.
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 AFPC module provided an advanced knowledge of life and health protection. The October 2004 examination qualified the individual to advise on long-term care insurance.
This examination assessed knowledge and understanding to analyse and evaluate a client’s circumstances and financial needs and produce a holistic financial solution based on an in-depth knowledge of financial services products.
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 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.
We’re a firm of Financial Planners working across Cheshire and the wider area.
As a firm, we are both Chartered and Independent. We were also included in the Citywire's prestigious top 100 firms in the UK in 2015, 2016, 2017, 2018 and 2019.
The people we typically work with are:
• Business owners: We’ll help you plan for the future of your company and your family, ensuring you can meet both your business and personal goals.
• Company directors: We’ll help you to incorporate tax-efficient, thorough financial planning into your business and daily life, preparing you for eventual retirement.
• Senior executives: We’ll help you to address the complex financial implications of being a high earner, both for the present day and your future retirement lifestyle.
With our expert help, we’ll enable you to make sensible decisions with your money that will help you achieve your goals. In turn, this will help you to enjoy life more today and feel more confident about the future ahead.
There are many reasons why people choose us:
• We are Chartered: Chartered status is the ‘gold standard’ of financial planning and is indicative of our commitment to developing our knowledge and adhering to a code of ethical conduct.
• We are Independent: Being independent, we are able to select products and providers from the entire market. We can therefore create truly bespoke plans.
• We are Financial Planners: We focus on your goals in life, then build a plan to achieve them. It’s never the other way around; we always put you before your money.
Depledge Strategic Wealth Management Ltd is an appointed representative of Sense Network Ltd which is authorised and regulated by the Financial Conduct Authority. You can find Depledge Strategic Wealth Management Ltd on the FCA register by clicking here. Registered in England & Wales. Company number: 08524954. Registered Office: Progress House, 396 Wilmslow Road, Withington, Manchester, Manchester, United Kingdom, M20 3BN.
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