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 examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.
This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
This examination assesses an understanding of group risks, including the operations of such schemes and their features and taxation.
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.
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
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.
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 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 examination assesses a knowledge and understanding of the legislative and regulatory position of home reversion plans and their place in the advice process.
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
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.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.
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 UK regulation environment in the financial services industry, equity release mortgage products, repayment options and the giving of mortgage advice.
An internationally recognised financial planning credential. The holder must demonstrate a combination of experience, financial qualifications (usually AFPC/DipPFS) or equivalent, an IFP assessment, ongoing educational activity (continuous professional development) and ethical behaviour.
This examination assessed the knowledge and understanding of economic factors that affect risk from different investments, product features and regulatory framework of retail investments, taxation liabilities and portfolio planning.
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
Associate members will have passed the institute's level 4 appropriate examination or transitional diploma examination.
This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.
Mackenzie Financial Planning is a firm of Chartered Financial Planners, and Independent Financial Advisers. As a boutique firm of Independent Financial Advisers we provide you with a bespoke, individually tailored financial planning service.
As Independent Financial Advisers our service is designed to help you make better informed decisions. From complexity we bring you clarity. As Financial Planners we understand that life is about more than money. Yet money is an important resource that if managed correctly, can provide the foundation for the life that you envision. We can help you with retirement planning, funding long term care, avoiding inheritance tax, Investment and savings planning.
We also specialise in working with business owner/ directors.
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