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.
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.
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 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 the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.
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 qualification assessed a knowledge and understanding of portfolio investment management.
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 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.
Associate members will have passed the institute's level 4 appropriate examination or transitional diploma examination.
SewellBrydenGunn, Chartered Financial Planners, is based in ASCOT, Berkshire and BAGSHOT, Surrey, where the principal has been providing financial planning and advice to the local community since 1997. At the start, we initially set out to look after all of our clients' financial planning needs and requirements, whether they be private individuals or business owners. Whilst we still do this, we now also spend time managing our clients' growing wealth. We aim to provide the highest quality independent financial advice and a value added professional yet friendly service.
SewellBrydenGunn is directly authorised and regulated by the Financial Conduct Authority. (a business name of SCM Finance which can be found on the FS Register No. 306034)
Over the years, our clients’ needs and priorities have changed as their assets have grown so that we are now administering very significant pension and investment portfolios. Our Wealth Management function provides a complete professional service which forms an integral part of our client offering and impacts on all of our pension and investment related advice.
Our objective is to provide you with a highly personal service which will help you to grow your money and preserve your wealth.
We will keep you updated and informed about your investments and help you to make the right decisions.
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