Chartered Financial Planners, Chartered Member of the Chartered Institute for Securities and Investments.General Financial Qualifications
Long Term Care Personal Tax, Financial Planning Process,Pension Qualifications
Pension Funding Options, Pension Income Options, Pension Planning.
Savings and Investments, Investment Principles, Markets and Environment
Investment Planning, Certificate in Discretionary Investment, Investment Advice Diploma (Securities)
Mortgage & Equity Release
Level 3 Certificate in Mortgage Advice, Level 3 Certificate in Equity Release, CF7 Lifetime Mortgage Activities, HR1 Home Reversion Plans, CeMap
Alps F S Ltd - Proud to be Chartered Financial Planners
Arctic was awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII) in 2008.
This is the industry’s gold standard for firms of financial planners. It confirms that we have satisfied rigorous qualification criteria in terms of retaining highly-qualified staff who subscribe to the membership conditions of the CII.
It also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics and Conduct. You can view the Code at www.thepfs.org within the section on The Personal Finance Society.
When you use a Chartered firm you are dealing with proven professionals. The CII is empowered by the Privy Council to award Chartered status, and the award is only made in deserving cases. While Chartered titles are steeped in history, they remain the benchmark of professional excellence and integrity.
Only the UK’s premier insurance financial planning firms qualify for Chartered status. If you wish to know more about how using a Chartered firm can ensure you get the best possible advice, service and support, please do not hesitate to contact us.
With 90,000 members, the CII is the world’s largest professional body dedicated to the insurance, savings and financial services sector. In December 2012 less than 400 firms had achieved Corporate Chartered status and less than 4000 individual members had achieved Chartered Financial Planner status. We have three of them!