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Chartered Financial Plannermember of the Chartered Insurance Institute

Chartered Financial PlannersNeil has achieved Chartered status by passing The Advanced Diploma in Financial Planning. This qualification goes beyond the benchmark exam standards and enables professional advisers to develop their specialist planning capabilities. And with completion leading to Chartered status, this QCF Level 6 qualification gives holders clear differentiation from the main body of advisers.

It builds on existing skills and develops knowledge gained through previous study and workplace training. It consolidates and advances work already undertaken, most typically in completing the Diploma in Financial Planning or the first completion level of the AFPC (both of which carry the membership designation DipPFS’).

The Advanced Diploma covers topics key to financial planners with one compulsory unit:

• Personal tax and trust planning
• Business financial planning
• Pension planning
• Investment planning
• Senior management and supervision
• Financial planning process – compulsory

On completion of the Advanced Diploma advisers are better prepared to offer a sophisticated and comprehensive approach to financial management, ensuring that clients are provided with a level of service that meets or exceeds their expectations.
Upon completion of the Advanced Diploma PFS members are entitled to use the designation APFS (Continuing Professional Development requirements apply).

Chartered Financial Planner

Advanced Diploma holders are also eligible to use the Chartered Financial Planner title (subject to having five years’ experience, not necessarily post-qualification).

Chartered status reinforces the importance of professionalism in a fast-moving and competitive market. It also helps place the financial advice sector on a par with other professions, such as accountants and solicitors and distinguishes holders from their competitors and peers.

Independent research reveals that the Chartered Financial Planner title, which is now held by more than 3,500, individuals, resonates best with the public in terms of recognition, trust and confidence.

Certified Financial Planner (CFP)member of the Institute of Financial Planning

cfp-logo-whiteNeil has achieved and maintains the Certified Financial Planner licence by passing the CFP exam. This is one of the most rigorous exams within the profession. To earn the CFP Board designation, candidates must meet several requirements. As a first step to the present CFP certification criteria, students must master a list of nearly 100 competencies on integrated financial planning. The topics cover major planning areas such as:

• General Principles of Finance and Financial Planning
• Insurance Planning
• Employee benefits Planning
• Investment Planning
• Income Tax Planning
• Inheritance Tax, Gifting and trust Planning
• Asset Protection Planning
• Retirement Planning
• Estate Planning

Neil also trains and mentors fellow advisers on how to pass the CFP qualification.

Occupational Pension Specialist

Neil holds the specialist licence to give advice on occupational pensions such as final salary and money purchase company schemes.

Long Term Care Specialist

Neil also holds the specialist licence to give advice to later life clients and their families on how to fund Long Term Care fees.