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.
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 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.
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.
At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills
This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.
This exam accesses understanding of the features and risks of different securities, the structure and features of the securities market and relevant factors and considerations for appropriate investment recommendations.
A dignified life. One of financial independence. The ability to travel, socialise, and spend time with your family, without having to look over your financial shoulder.
A retirement plan that provides you the freedom to remain in your home.
Equity Release may be the answer.
Our Equity Release proposition is market-leading:
- Expert Independent advice
- We will research and compare a comprehensive range of equity release products from across the market.
- Advice is tailored to your specific circumstances, every situation is different.
- A free, no obligation consultation so that we can assess if Equity Release or a Lifetime Mortgage could be right for you or not.
- We will always check to see if you could be entitled to State Benefits and make sure that any advice does not effect this.
All Equity Release advice is overseen by an in-house Chartered Financial Planner, providing you reassurance you are working alongside some of the highest qualified and ethically proven financial planners in the country.
Get funds for the dream holiday you always planned to have.
Put money aside for your loved ones and their futures.
Help relieve the day-to-day pressure of living expenses.
Innovation Centre, Silverstone Circuit, Silverstone, Towcester, Northamptonshire, NN12 8GX
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