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 enhanced general pension knowledge, particularly in pension transfers and opt-out business.
This qualification helps advisers develop and demonstrate their financial planning capabilities.
This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.
The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice
JGW are Chartered Wealth Managers and, as a result, hold the industry’s gold standard qualification in the United Kingdom, which means we are amongst the most experienced within our profession.
For more than 20 years, we have helped investors save time, tax and money on their investments.
JGW is authorised and regulated by the Financial Conduct Authority (FCA number 165729) which means protections for private clients via the Financial Ombudsman Service(FOS) and the Financial Services Compensation Scheme (FSCS).
• Understand our client’s goals
• Develop a long term plan
• Review progress
• Achieve our client’s goals
While unbiased.co.uk endeavours to verify the information
provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.