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.
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 examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.
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 assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.
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.
Structured Financial Planning Ltd offer impartial advice to individuals and businesses. We are independent financial advisers and are free to advise on the whole of the market.
Structured Financial Planning was founded in 2004 to service the financial planning needs in the North-East of Scotland in what we believe is a different and better way. All individuals are experienced and well-qualified. Appointments are available at a network of offices throughout the North-East.
We can advise on many aspects of general financial planning such as your retirement, tax efficiency, releasing money from your business, saving for your or a child's future, protection & much more!
We look to take a holistic approach and look at the entirety of your financial situation to help find value instead of focusing on one or two aspects.
We can conduct meetings face to face at a number of locations around the North East of Scotland or we can meet online through Zoom.
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