Qualifications - David Dougan, APFS, Chartered Financial Planner.

Advanced Diploma in Financial Planning (APFS)

    Examining body: Chartered Insurance Institute (CII)

Investment Management Certificate (IMC)

    Examining body: Chartered Financial Analysts Society of the UK (CFA UK)

      Key subjects on route to these qualifications include:

      imc1- UK Regulations and Markets
      imc2- Investment Practice
      SV1 - Savings & Investments
      G10 - Taxation & Trusts
      G60 - Pensions
      K10 - Retirement Options
      K20 - Pension Investment Options
      J 04 - Pension Funding Options
      J 05 - Pension Income Options
      FPC- Financial Planning Certificate
      CF5 - Integrated Financial Planning
      CF6 - Mortgage Advice
      CF7 - Lifetime Mortgage Activities
      CF8 - Long Term Care Insurance
      HR1 - Home Reversion Plans

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David Dougan Financial Services Ltd is authorised and regulated by the Financial Conduct Authority. FCA number: 734887.