Neil Wattam

Qualifications

ICAEW – ACA – Accounting

This module ensures that individuals have a sound understanding of the techniques of double entry accounting and can apply its principles in recording transactions, adjusting financial records and preparing non-complex financial statements.
ICAEW – ACA – Audit & Assurance

This module develops students’ understanding of the critical aspects of managing an assurance engagement (including audit engagements): acceptance, planning, managing, concluding and reporting.
ICAEW – ACA – Business, Technology and Finance

This module provides individuals with an understanding of how businesses operate and how finance functions help businesses to achieve their objectives.
ICAEW – ACA – Strategic Business Management

This module enables individuals to demonstrate quantitative and qualitative skills, to make realistic business recommendations in complex scenarios.
ICAEW – ACA – Financial Accounting and Reporting

This module enables students to prepare complete single entity and consolidated financial statements, and extracts from those financial statements, covering a wide range of International Financial Reporting Standards (IFRS® Standards).
ICAEW – ACA – Principles of Taxation

This module enables students to understand the general objectives of taxation and to calculate Income Tax, National Insurance contributions, Capital Gains Tax, Corporation Tax and VAT in straightforward scenarios.
ICAEW – ACA – Test of Advanced Technical Competence – 1

This exam tests knowledge and skills in financial accounting, management accounting, and auditing.
ICAEW – ACA – Test of Advanced Technical Competence – 2

This exam tests knowledge and skills in taxation, assurance, and corporate reporting.
ICAEW – ACA – Case study

This module assesses the individual's understanding of providing advice on complex business issues in the form of a written report. The scenario may be based on a variety of different organisational structures or operations,
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.
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 an ability to analyse pension and retirement planning issues.
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.
CISI Combating Financial Crime

Developed in collaboration with QCo, this awards provides a global view of transnational crime. It illustrates practical defences, includes the Bribery Act (2010) and focuses on how laws, regulations and best practice continue to evolve across the entire spectrum of associated activities. It covers the background and nature of financial crime, money laundering, terrorist financing, and corruption, combating financial crime, bribery and the role of the private sector.
J10 (Discretionary Investment Management)

At the end of this unit, candidates should be able to analyse and apply financial information and portfolio management skills.

Accreditations

What does "Chartered Accountant" mean?

A chartered accountant is an accountant with the specific professionally accreditation of ‘chartered status’. They have studied accounting to a high level and have gained professional experience in the industry.
What does "Financial Planner" mean?

A financial planner is a professional who helps people manage their money and achieve their financial goals through the implementation of a financial plan. This plan is built around specific goals and objectives that are unique to the individual. Financial planners are valuable to those who want to be in control of their finances and live the life they’ve dreamed of.

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.

Stet clita kasd gubergren, no sea takimata sanctus est Lorem ipsum dolor sit amet. 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. Stet clita kasd gubergren, no sea takimata sanctus est Lorem ipsum dolor sit amet.