Haydn Barlow

Fellowship of the CII is universally regarded as the premier qualification for those working in the insurance and financial planning industry.

This shows a commitment to continuous professional development and a willingness to exceed the minimum diploma level qualification required to provide authorised advice.

STEP is a global professional body, with more than 21,000 members comprising lawyers, accountants, trustees and other practitioners that help families plan for their futures.

Their mission is to inspire confidence in families planning their assets across generations by setting and upholding high professional standards. Full STEP members, known as TEPs, are internationally recognised as experts in their field, with proven qualifications and experience. They possess a deep understanding of Trusts, Estate Administration and Inheritance Tax.

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 advising clients.

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 demonstrate an understanding of the: legal principles associated with the creation and management of a trust; main types of trusts that are common in the UK; taxation considerations relevant to trusts.

At the end of this unit, candidates should be able to demonstrate an understanding of: how the economic environment and individual company performance affects investment performance and investment decision-making; how risk is measured and managed; the main principles governing how to construct an investment portfolio; the range of investment management services, how their performance is evaluated and their regulatory environment.

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

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

This examination assesses a knowledge and understanding of investment products and the risks involved.

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 examination demonstrates 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, mortgage products, repayment options and the giving of mortgage advice.

This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.

This 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.