STEP Certificate for Financial Services, Trusts and Estate Planning (Financial Planning and Services)
2021 - 2021
The Chartered Insurance Institute (CII)
Advanced Diploma in Financial Planning (APFS) (Financial Planning and Services)
2016 - 2020
The Chartered Insurance Institute
Diploma in Regulated Financial Planning (DipPFS) (Financial Planning and Services)
2015 - 2016
ifs University College
Diploma for Financial Advisers (DipFA) (Financial Planning and Services)
2013 - 2013
The University of Wolverhampton
Bachelor's degree (BAHons) (Fine Art & Photography)
2009 - 2012
Rachel Apfs's Summary
Rachel Apfs, based in Wolverhampton, GB, is currently a Senior Paraplanner at Ascot Lloyd, bringing experience from previous roles at Ascot Lloyd and Newell Palmer. Rachel Apfs holds a 2021 - 2021 STEP Certificate for Financial Services, Trusts and Estate Planning in Financial Planning and Services @ CLT International. Rachel Apfs has 1 email on RocketReach.