Robin Etherington

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 qualification enables professional advisers to develop specialist planning capabilities, covers topics like personal tax and trust, business financial, pension and investment planning.

This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individual’s liability to UK tax.

At the end of this unit, candidates should be able to analyse and apply financial information and portfolio management skills.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

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 an ability to analyse pension and retirement planning issues.

This qualification helps advisers develop and demonstrate their financial planning capabilities.

The objective of this unit is to develop an understanding of the financial services industry including regulation and legislation.

This examination assesses a knowledge and understanding of financial protection plans.

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

This module provides a solid grounding in the financial services industry and its regulation.

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.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.