This exam accesses understanding of the financial services industry, and its regulation, products and processes.
This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
This examination assesses a knowledge and understanding of financial protection plans.
This exam accesses understanding of the financial services industry including regulation and legislation.
This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.
This exam accesses understanding of the features and risks of different securities, the structure and features of the securities market and relevant factors and considerations for appropriate investment recommendations.
At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills
Fellow members will have passed the Institute’s fellowship examinations and have demonstrated five years relevant experience.
An internationally recognised financial planning credential. The holder must demonstrate a combination of experience, financial qualifications (usually AFPC/DipPFS) or equivalent, an IFP assessment, ongoing educational activity (continuous professional development) and ethical behaviour.
To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
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 qualification enables professional advisers to develop specialist planning capabilities, covers topics like: personal tax and trust, business financial, pension and investment planning.
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
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.
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.
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 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, long term care insurance products and the giving of long term care insurance advice.
We are a firm of Chartered Financial Planners and wealth managers. We specialise in tax efficient asset management, estate planning and lifetime cashflow planning for wealthy private individuals.
We are particularly good at advising on complex areas such as pensions (including final salary pension schemes), tax efficient investments, Inheritance Tax mitigation schemes and wills and trusts.
Our target clients are aged 40+ , have an average investment and/or pension of at least £250K and total wealth of £1m-£3m.
We build long term trusting relationships with clients and help them to build, maintain and retain their wealth for the rest of their lives and for their family. We are particularly skilled at advising on pensions and investments. We are adept at minimising the effects of taxation especially Capital Gains Tax and Income Tax.
17, Shirwell Crescent, Furzton Lake, Milton Keynes, Buckinghamshire, MK4 1GA
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