Ashley Clark Qualifications - Financial Services
Ashley Clark Qualifications
Ashley Clark ACII, FPFS, ACoI, CeMAP, Certs. CII MP & ER
Chartered Financial Planner
Key: CII – Chartered Insurance Institute, IFS – School of Finance (Institute of Bankers), PFS - Personal Finance Society
Ordinary Level Qualifications:
- 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)
Ashley Clark Qualifications in Advanced and Degree Level Qualifications:
Chartered Financial Planner (CII) - Highest membership level of Chartered Insurance Institute
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 of Personal Finance Society - Highest membership level of Personal Finance Society, Equivalent to Degree with credits gained from ACII papers and AFPC papers (PFS)
AFPC - Advanced Financial Planning Certificate - 3 Advanced Papers Required (CII)
- 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, committment to expertise for financial services compliance on conduct of business rules
