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.
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.
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 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.
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 accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits
This qualification provides candidates with the knowledge and skills required to undertake the activity of pension transfers when combined with an appropriate RDR compliant qualification.
Holborn Assets Ltd is part of the Holborn Assets Group, a major international financial advisory firm with 8 global offices and its headquarters located in Dubai, UAE.
Holborn Assets Ltd is run by a highly experienced & qualified team of financial advisers with many years of experience working with both UK based clients and expatriates. Holborn UK primarily serves UK residents and British expatriates, especially those returning to the UK.
Specialist Specialist Pension and Investment Advisers.
As specialist qualified pension consultants, holding regulatory permission to advise on UK pension transfers, Holborn Assets UK also provides assistance to non-specialist advisers and those who do not have the required regulatory permission to advise their clients on complex pension cases.
Pension Transfer Advice
Holborn Assets Ltd. Registered in England & Wales Number: 09046342
Registered Office: Crossford Court, Dane Road, Sale, Cheshire, M33 7BZ
Authorised and regulated by the Financial Conduct Authority. FCA Number: 648817
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