This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
This qualification helps advisers develop and demonstrate their financial planning capabilities.
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 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.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.
This qualification assessed a knowledge and understanding of portfolio investment management.
This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.
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 assessed knowledge and understanding to analyse and evaluate a client’s circumstances and financial needs and produce a holistic financial solution based on an in-depth knowledge of financial services products.
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 examination assesses a knowledge and understanding of investment products and the risks involved.
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.
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 is a specialist qualification which demonstrates a knowledge and understanding of Financial Markets, Portfolio Construction Theory and Applied Wealth Management.
This exam accesses understanding of the financial services and their regulation.
This exam accesses understanding of protection, savings and investment products.
This exam accesses understanding of identifying and satisfying client needs.
An internationally recognised financial planning credential. The holder must demonstrate a combination of experience, financial qualifications (usually AFPC/DipPFS) or equivalent, an CISI assessment, ongoing educational activity (continuous professional development) and ethical behaviour.
The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice
A Chartered firm, we have worked closely with local Solicitors and Accountants since establishment in 2004 developing a truly professional practice with robust processes, enviable investment performance and fees calculated upon the time spent improving your position, not based upon the sale of a financial product.
PFC Cumbria is interested in financial planning; developing a strategy tailored to meet your short and long term goals and objectives.
Chartered firm status is the highest level in the Financial Planning profession, giving you the reassurance of the quality of advice you receive.
Chartered Status is the highest level of qualification for Financial Planners, ensuring you get the best advice possible.
We believe that Financial Planning is a process, not a transaction. We are committed to the principle of a formalised review of your all your financial circumstances on a regular basis, as we know from experience that our clients’ needs can change and as a consequence, their financial plans need to be flexible.
We have a special interest in Ethical Investment, with a sophisticated positive and negative screening process to ensure the clients Ethical principles are satisfied.
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