Elliot Newton

R01 – Financial Services, Regulations and Ethics: This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

R02 – Investments Principles and Risk: 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 and ability to analyse pension and retirement planning issues.

R05 – Financial Protection: This qualification assesses a knowledge and understanding of and ability to analyse financial protection planning issues.

R06 – Financial Planning Practice: This qualification assesses the practical application of technical knowledge and planning skills already gained, typically through previous study, thereby supporting the provision of competent and appropriate advice.

CF6 – Mortgage Advice: This qualification assesses the understanding of the various types of mortgage product and repayment options and the giving of mortgage advice.

AF1 – Personal Tax and Trust Planning: This qualification develops in depth financial planning skills related to personal tax and trusts.