This qualification helps advisers develop and demonstrate their financial planning capabilities.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
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 qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.
This exam accesses understanding of the financial services and their regulation.
This exam accesses understanding of protection, savings and investment products.
This exam accesses understanding of identifying and satisfying client needs.
Our ethos and every stage of our service is tailored towards providing what our clients want and need to achieve financial success. We listen, we understand and we research before we provide solutions to help you meet your financial objectives and aspirations.
Personalised and tailored advice to each client.
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