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	Alan Charles APFS ACIB

Alan Charles: A Profile

Professional Qualifications

Chartered Insurance Institute Advanced Diploma in Financial Planning:

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) J04 Pension funding options (Oct 2008) J05 Pension income options (Oct 2008)

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