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 examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
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.
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 examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.
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.
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 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.
At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.
This examination assesses a knowledge and understanding of financial protection plans.
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.
Inspire Financial Planning was started in 2009, although I have been advising and helping clients for over 10 years.
My ultimate goal as a professional – and my personal passion – is to help my clients achieve financial freedom. However, financial freedom means different things to different people; for some it is the ability to pursue the things they enjoy without financial constraints, for others it can be focussed on protecting against financial shocks for themselves and their loved ones.
As a result, the financial advice I offer is as individual as my clients. As simple as that sounds, I believe that this is a refreshing approach to financial planning. My view is that clients are not well served by cookie-cutter solutions – they need a professional to thoroughly understand their financial aims, hopes and aspirations before offering advice.
I have spent the last eleven years advising and building relationships with my clients. Helping them to achieve their goals has been – and remains – an immense source of pleasure and satisfaction.
We do what is right for you.
Our advice will be of the highest quality, rigorously researched, and most importantly, based solely on your needs.
Professional financial planning can make a real difference. It can be difficult to see beyond the everyday demands of work and family life and take the time to look at your finances in a structured way. If you are unfamiliar with the complexities of the financial world, you may not know where to start.
Inspire Financial Planning Ltd can help you to start building a solid financial plan.
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