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 qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.
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.
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.
This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
Fellow members will have passed the Institute’s fellowship examinations and have demonstrated five years relevant experience.
This examination assessed specialist supervisory knowledge and skills in the regulatory environment.
This AFPC module provided an advanced knowledge of life and health protection. The October 2004 examination qualified the individual to advise on long-term care insurance.
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.
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Graham J Miles FPFS, Chartered Financial Planner CFP specialises in Financial Planning and holds the internationally recognised Certificated Financial Planner licence. He is a pension specialist and advises on all pension matters including SSAS, SIPP, pension transfers and pension and divorce. Graham has further specialist qualifications in Business Financial Planning and Long term care & protection. He offers an investment service for Trusts as well as private individuals
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