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.
To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
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 qualification assesses a knowledge, understanding and application of the different types of long-term care insurance.
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.
Fellowship of the CII is universally regarded as the premier qualification for those working in the insurance industry. This shows a commitment to continuous professional development.
This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.
This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.
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 the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.
This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.
This qualification assesses a knowledge and understanding of the UK Financial services, regulation and ethics, investment principles and risk, personal taxation, pensions and retirement planning, financial protection and financial planning practice.
At the end of this unit, candidates should be able to demonstrate their ability to apply and evaluate the supervision principles and practices in a retail financial services business
At the end of this unit candidates should be able to demonstrate their ability to understand the role of the paraplanner in providing financial services, and evaluate and analyse the customer's financial circumstances to provide potential solutions
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 accesses the advanced skills needed for advising on income planning to those in and approaching retirement
This exam accesses understanding of key retail financial products such as savings, investments and tax wrappers.
With over 30 years combined experience in the financial services industry, HQ Financial Planning Limited provides independent financial advice to individuals, business owners and companies.
HQ Financial Planning Limited was created because we strongly believe in delivering the best possible service to our clients, and we wanted to create a company with that ethos at its core.
We know that planning for your financial future can be a daunting task, but we are here to help you navigate to where you want to be. Our aim is always to protect your wealth and plan for your future, we listen to our clients and tailor plans to suit their aspirations.
At HQ Financial Planning Limited, we focus on investment planning, wealth protection, retirement planning and later life planning. We are supported by one of the largest financial planning networks in the UK, which helps to ensure our clients receive the most competitive rates and choice from the whole of market.
We offer an initial, 'no obligation' face-to-face meeting, during which we will get to know you, your circumstances, and understand your goals. This allows us to create a bespoke plan for our clients, personalised to each individual and their objectives. We endeavour to guide our clients through their financial lives, ensuring their plans adapt to whatever life throws at them. We are always here to help.
Our head office is based in Warrington, however, we provide advice and services throughout the UK.
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