This postgraduate finance qualification covers the areas of securities, investment, compliance, derivatives, corporate finance and operations. It provides flexibility and choice, enabling candidates to concentrate on areas relevant to their chosen career path
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 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 examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
This qualification assesses a knowledge and understanding of portfolio investment management. If passed before September 2010 QCF 3 after then QCF 4
We are a boutique investment management firm based in the City of London. We pride ourselves on our ability to offer a highly personal service to wealthy private clients in London and the South East of England. We are a Chartered Member of the Institute of Securities and Investments (CISI).
We actively manage a diversified range of investment portfolios through a process of active asset allocation and investment selection. Our portfolios are carefully constructed to meet each client's need to balance their investment risk with their optimal investment return.
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