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 an ability to analyse financial protection planning issues.
This qualification helps advisers develop and demonstrate their financial planning capabilities.
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 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.
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
This examination assesses a knowledge and understanding of investment products and the risks involved.
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.
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.
This qualification assesses a broad understanding of the principles of private client investment within the context of the current regulatory environment
MCSI membership is full membership of the CISI, and denotes a high level of achievement and competence. It is awarded to those with a suitable combination of qualifications and experience
This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.
This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.
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 an ability to analyse financial protection planning issues.
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.
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.
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
Flying Colours, is a national company and have advisers across the UK. We believe we can improve the returns of the average UK investor, through attacking the hidden costs and the benefit of personalised independent financial advice.
We build long term, trusted relationships with our clients, working to a plan for their future, with ongoing support and updates for changing circumstances gives our clients peace of mind that their money is being made to work for them.
We are independent financial advisers, being independent ensures that we can advise our clients on the best and most appropriate products and services available in the market place.
If you would like a free consultation with one of our advisers, and to find out what makes us different, please do get in touch. We're looking forward to your call.
At Flying Colours, we provide a comprehensive financial planning, we advise and specialise in the following;
• ISAs and investments
• Pensions and annuities
• Pension transfers (including Defined Benefit)
• Life and ill health insurance
• Long term care
• Estate and inheritance tax planning
• Tax advice
Whether you're planning for retirement, trying to build an effective investment strategy, or are keen to reduce your tax bill, our professional and friendly independent financial advisers can help you.
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