Daniel Partridge

Qualifications

FP1 Financial services and their regulation

Assesses an understanding of the financial services industry including regulation and legislation.
FP2 Protection, savings and investment

Assesses an understanding of protection, savings and investment products.
FP3 Identifying and satisfying client needs

Assesses an understanding of conducting a fact-find, assessing the client’s needs, and recommending specific (appropriate) financial products to meet those needs.
G10 (Taxation and Trusts)

This examination assesses a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.
G60 (Pensions)

This examination enhances general pension knowledge, particularly in pension transfers and opt-out business.
G30 (Business Financial Planning)

This examination demonstrated that the individual has a knowledge and understanding of all financial planning aspects of running a business and an ability to advise clients appropriately.
CF9 Pensions simplification

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.
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)

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
R04 (Pensions and Retirement Planning)

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
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.
R05 (Financial Protection)

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.
R06 (Financial Planning Practice)

This qualification helps advisers develop and demonstrate their financial planning capabilities.
FA2 (Pensions Administration)

This unit provides the essential knowledge and skills needed by those working in, or starting a career in, administrative and pensions roles or staff working in the life and pensions sector.
AF5 (Financial Planning Process)

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

Accreditations

What does "Chartered Financial Planner" mean?

Daniel’s Chartered status is awarded by the Chartered Insurance Institute (CII) and is considered the “gold standard” financial planning accreditation.

Chartered status is a symbol of Daniel’s technical competence and signifies a public commitment to upholding professional standards and adhering to a professional Code of Ethics.

Transcript

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Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et dolore magna aliquyam erat, sed diam voluptua. At vero eos et accusam et justo duo dolores et ea rebum.

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At vero eos et accusam et justo duo dolores et ea rebum. Stet clita kasd gubergren, no sea takimata sanctus est Lorem ipsum dolor sit amet.