This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.
This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.
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 qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.
This qualification enables professional advisers to develop specialist planning capabilities, covers topics like: personal tax and trust, business financial, pension and investment planning.
This qualification assesses a knowledge and understanding of portfolio investment management. If passed before September 2010 QCF 3 after then QCF 4
This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.
This qualification enables professional advisers to develop specialist planning capabilities, covers topics like: personal tax and trust, business financial, pension and investment planning.
This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.
This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.
This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement 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.
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 postgraduate finance qualification covers the areas of securities, investment, compliance, derivatives, corporate finance and operations. It provides flexibility and choice, enabling candidates to concentrate on areas relevant to their chosen career path
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 qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.
This qualification assesses a knowledge, understanding and application of the different types of long-term care insurance.
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 qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.
We’re an award-winning team of chartered financial planners and investment experts. There are over 70 of us in London and more than 3,000 clients all around the UK.
Our financial planning service centres around you and your goals. We start with how you want to end and build a step by step plan of how to get there.
We make investing easy, with a range of options tailored to suit how important sustainability is for you. You can invest a lump sum, make regular contributions, or transfer assets from another provider.
We tailor our services to suit your needs. We have highly qualified financial planners able to offer advice on complex financial planning needs but if you’d prefer to keep it simple and just ask us to manage your investments that’s fine. It’s your choice.
Growing the value of client portfolios over the long term while minimising risk is EQ's number one priority. We have built up an outstanding investment team, including some of the brightest analysts in the UK.
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