Ross Webster

R01 (Financial Services, Regulation and Ethics)
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

R02 (Investment Principles and Risk)
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

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 financial protection planning issues.

R06 (Financial Planning Practice)This qualification helps advisers develop and demonstrate their financial planning capabilities.

J05 (Pension Income Options)
At the end of this unit, candidates should be able to demonstrate an understanding of the process of decumulating pension funds, the main choices facing members of pension schemes during decumulation, and the features, risks and tax treatment of the available pension income options.

J10 (Discretionary Investment Management)
At the end of this unit, candidates should be able to analyse and apply financial information and portfolio management skills.

AF4 (Investment Planning)
This examination assesses the candidate to develop in depth financial planning skills related to investment planning.

AF5 (Financial Planning Process)
This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.