This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits
At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills
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 the candidate to develop an understanding of the financial planning process when giving advice to clients.
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.
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 qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.
This examination demonstrated that the individual has a knowledge and understanding of all financial planning aspects of running a business and an ability to advise clients appropriately.
This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
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 qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.
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 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.
We passionately believe in putting you at the centre of everything we do and explaining how we can help you in plain English. That’s why we prefer not to talk about the products we advise on, but rather on your hopes and concerns, and how we can help you to meet or solve them, today and into the future. After all, no-one wants a personal pension plan, but we all want the safe and secure retirement which comes from investing effectively through our working lives as part of an integrated financial plan. Equally, no-one wants a convertible term assurance policy, but we all value the peace of mind which comes from knowing that our loved ones would be provided for in the event of our early death or serious illness.
We will ensure that we understand all of your personal and financial circumstances, and work with you to establish your current and future objectives. This might all sound very grandiose, but experience tells us that sitting down with people and exploring their hopes, plans and fears, often creates a level of clarity and purpose which otherwise hadn’t existed. We’ll then play that back to you to sense check it, and ensure that we really understood what you were saying, before working with you to build a long term financial plan which will be regularly reviewed.
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Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.