James Burgess

AF2 Business Financial Planning

This examination assesses the candidate to develop in depth financial planning skills related to business.

AF3 Pension Planning

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

AF5 Financial Planning Process

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

AF8 Retirement Income Planning

This unit develops and demonstrates the advanced skills needed for advising on income planning to those in and approaching retirement.

NSC

R01 Financial Services, Regulation and Ethics

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

R02 Investment Principles and Risk

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

R03 Personal Taxation

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

R04 Pensions and Retirement Planning

This qualification assesses a knowledge and understanding of and ability to analyse pension and retirement planning issues.

R05 Financial Protection

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

R06 Financial Planning Practice

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

CF1 UK Financial services, ethics and regulations

This qualification develops an understanding of the financial services industry, including regulation and legislation.

CF6 Certificate in Mortgage Advice

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.

CF8 Certificate in Financial Planning and Long-Term Care Insurance

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.

ER1 Equity Release

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.

LP1 Life and Pensions Customer Operations

The objective of this unit is to develop a knowledge and understanding of how life and pensions customer operations activities and customer services techniques relate to the consumer environment, and to develop an ability to apply this understanding to a range of customer operations scenarios.

LP2 Financial Services Products and Solutions

Financial Services Products and Solutions (LP2) develops knowledge and understanding of customer needs, how financial services professionals and organisations identify and provide for these needs, including an understanding of key retail financial products such as savings, investments and tax wrappers.

LP3 Life and Pensions Principles and Practices

Life and Pensions Principles and Practices (LP3) develops knowledge and understanding of looks at the principles and practices that underlie the life and pensions industry.