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.
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 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 enables professional advisers to develop specialist planning capabilities, covers topics like: personal tax and trust, business financial, pension and investment planning.
We are a boutique advisory firm, employing only Chartered Financial Planners. We are Leeds-based, but are happy to meet at your home.
We take things at a pace to suit you - no hard sell. We keep it simple so everyone knows what's what. We specialise in advice to older and/or vulnerable clients.
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