Chartered Financial Planner

Published / Last Updated on 15/05/2017

Financial Adviser QualificationsNo Smart Suit Tricks Here - only a Chartered Financial Planner.

We have a saying at Roberts Clark: "a smart suit does not make a decent financial adviser".  Go on, take a look at our videos and there is not a pin stripe in sight.

We are a family firm of Chartered Financial Planners with both directors having worked for big firms, gave up 'the suits' and now offer expert financial advice to our clients in our own relaxed, unique and fixed fee only transparent way.

Financial Adviser Qualifications Explained: CII – Chartered Insurance Institute, IFS – School of Finance (Institute of Bankers), PFS - Personal Finance Society

Highest Qualified in the UK?  We are among the highest qualified independent financial advisers in the UK, if not the World.  We have worked hard to be professionally qualified in order to give our clients high quality financial advice. 

Do not settle for second best, only take financial advice from people who know what they are doing.  Taking poor financial advice from poor quality, commission hungry financial advisers and banks can be very costly.
Bad Advice Costs

 

 

 

 

Financial Adviser Qualifications

Ashley Clark ACII, FPFS, ACoI, CeMAP, Cert MP & ER.
Chartered Financial Planner

Entry Level Financial Adviser Qualifications (each equivalent to 'A' levels):

Ashley Clark, Director and Co Founder

  • FPC 1,2 and 3 – The Financial Planning Certificate - Papers 1, 2, and 3 (CII)
  • CeMAP - Certificate in Mortgage Advice and Practice - Papers 1,2, and 3 (IFS)
  • CF7 - Certificate in Financial Planning and Lifetime Mortgages Activities (CII)
  • CF8 - Certificate in Financial Planning and Long-Term Care Insurance (CII)
  • CF9 - Pensions Simplification (CII)
  • HR1 - Home Reversion Plans (CII)
  • Certificate in Equity Release - Certs CII (MP & ER) -  (CII)

Advanced Level Financial Adviser Qualifications (equivalent to Degree):

Chartered Financial Planner (CII) - Highest membership level of Chartered Insurance Institute under its Royal Charter

ACII - Associate Chartered Insurance Institute - Highest Qualifications Level - 12 Advanced Papers, Equivalent to Degree (CII) - advanced papers included:

  • Introduction to Insurance
  • English Law
  • Pension Law and Taxation
  • Pension Planning and Administration
  • Life Assurance Law and Taxation
  • Life Assurance Practice and Administration
  • Property and Pecuniary Insurance
  • Principles and Practice of Insurance
  • Personal Investment and the Financial Services Industry
  • Business Environment
  • Economics
  • Financial Aspects of Long Term Business

FPFS - Fellow, Highest membership level of Personal Finance Society, Equivalent to Degree with some credits gained from ACII papers (PFS)

  • AFPC - Advanced Financial Planning Certificate  - 3 Advanced Papers (CII) - now called the Diploma + additional Advanced Examinations below
  • G10 - Taxation and Trusts (CII)
  • G20 - Personal Investment Planning (CII)
  • G30 - Business Financial Planning (CII)
  • G60 - Pensions (CII)
  • H15 - Supervision and Sales Management (CII)

ACoI - Associate of the Compliance Institute, High level membership, having passed Supervision examination, commitment to expertise for financial services compliance on conduct of business rules.

Joanne Roberts, Director and Co Founder

Joanne Roberts APFS, ACoI, CeMAP, Cert MP & ER.
Chartered Financial Planner

Entry Level Financial Adviser Qualifications (each equivalent to 'A' levels):

  • FPC 1,2 and 3 – The Financial Planning Certificate - Papers 1, 2, and 3 (CII)
  • CeMAP - Certificate in Mortgage Advice and Practice - Papers 1, 2, and 3 (IFS)
  • CF7 - Certificate in Financial Planning and Lifetime Mortgages Activities (CII)
  • CF8 - Certificate in Financial Planning and Long-Term Care Insurance (CII)
  • CF9 - Pensions Simplification (CII)
  • HR1 - Home Reversion Plans (CII)
  • Certificate in Equity Release - Certs CII (MP & ER) - (CII)

Advanced Level Financial Adviser Qualifications (equivalent to Degree):

Chartered Financial Planner (CII) - Highest membership level of Chartered Insurance Institute under its Royal Charter

APFS - Associate, High Level membership of Personal Finance Society, Diploma Level (PFS)

  • AFPC - Advanced Financial Planning Certificate - 3 Advanced Papers (CII) now called the Diploma + additional Advanced Examinations below
  • G10 - Taxation and Trusts (CII)
  • G20 - Personal Investment Planning (CII)
  • G60 - Pensions (CII)
  • H15 - Supervision and Sales Management (CII)

ACoI - Associate of the Compliance Institute, High level membership, having passed Supervision examination, commitment to expertise for financial services compliance on conduct of business rules

 Speak to the professionals and see why our qualifications help you save money.

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