This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
This qualification helps advisers develop and demonstrate their financial planning capabilities.
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.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
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 investments and the management of investment portfolios.
This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.
Fairstone Financial Management (City) Ltd Based in the City of London near Liverpool Street. We are part of the Fairstone group and recently rebranded from Equus, established 1998. I have been dealing with clients since 1987 as an adviser and have over 300 clients ranging from corporate to individual. Whole of Market and totally independent to ensure I offer the most competitive service within the market place.
Provide whole of market independent research delivered to the client after recording and understanding their needs. First meeting free of charge to allow both parties to fully understand how and what is required. A tried and tested process over 26 years of personal experience dealing with clients needs. A full report provided to act as record of what was completed.
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