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
K20 - Pension Investment Options
J 04 - Pension Funding Options
J 05 - Pension Income Options
FPC- Financial Planning Certificate
CF5 - Integrated Financial Planning
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.