Personal Assistant and Sales Support @ David B Collins Financial Services Ltd
Claire Apfs's Education
Chartered Insurance Institute
AF2 - Business Financial Planning (Business Financial Planning)
2018 - 2018
Chartered Insurance Institute
AF6 - Management and Supervision in Financial Services (Pass)
2016 - 2016
Chartered Insurance Institute
CF8 - Long Term Care (Financial Planning and Services)
2015 - 2015
Chartered Insurance Institute
AF5 - Financial Planning Process (Financial Planning)
2015 - 2015
Chartered Insurance Institute
GR1 (Group Risk)
2015 - 2015
Chartered Insurance Institute
RO2 - Investment & Risk (Financial Planning and Services)
2012 - 2012
Chartered Insurance Institute
R03 - Taxation (Taxation)
2011 - 2011
Chartered Insurance Institute
JO2 - Trusts (Financial Planning and Services)
2009 - 2009
Chartered Insurance Institute
Diploma (Personal Financial Planning)
2009 - 2009
Charetered Insurance Institute
J04/5 & AF3 - Pensions (Financial Planning and Services)
2008 - 2008
Claire Apfs's Skills
Pensions
Wealth Management
Financial Planning
Trusts
Financial Advice
Advice management
Strategic Financial Planning
Retirement
Retirement Planning
Defined Benefit
Claire Apfs's Summary
Claire Apfs, based in England, United Kingdom, is currently a Compliance Manager at Attivo Group, bringing experience from previous roles at Wesleyan, Ernest Grant and AFH Wealth Management. Claire Apfs holds a 2018 - 2018 AF2 - Business Financial Planning in Business Financial Planning @ Chartered Insurance Institute. With a robust skill set that includes Pensions, Wealth Management, Financial Planning, Trusts, Financial Advice and more, Claire Apfs contributes valuable insights to the industry. Claire Apfs has 2 emails on RocketReach.