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	Alan Charles APFS ACIB

Alan Charles: A Profile

Professional Qualifications

Chartered Insurance Institute Advanced Financial Planning Certificate:


G10 Taxation and trusts (Oct 1995) G20 Personal investment planning (Oct 1995) G60 Pensions (Apr 1996) G70 Investment portfolio management (Apr 2001) CF9 Pensions simplification (Oct 2005)		H25 Holistic financial planning (Oct 2001) K10 Retirement options (Oct 2001) K20 Pension investment options (Apr 2002) SV1 Savings and investments (July 2003)
Chartered Institute of Bankers Associateship Diploma (completed October 1994):

Law relating to banking services The monetary and financial system Accountancy Management		Investment Administration of estates Taxation Law of persons

Chartered Institute of Bankers Level 3 Certificate in Mortgage Advice and Practice CeMAP Bridge Paper (May 2004)

Chartered Insurance Institute Financial Planning Certificate (September 1993)