YOUR EXPERT RESOURCES

GOLDING CONSULTING team members have qualifications and 
recognition from the professional bodies listed below.  We also
draw upon a wider universe of expertise among our own specialist 
connections around the world.

Please note that letters after a person's name (both academic
and professional designations) are not there to impress you but
to indicate levels of expertise in specific sectors of the financial
services and related professions ('and to justify your fees' as one
client remarked!).  They also make it easy for professionals to
quickly recognise and trust one another since each professional
body has a strict code of ethics that members must adhere to.

As any professional (doctor, lawyer, banker, accountant, etc)
knows, the power of networking among our professional
community leverages our practices considerably. You, the client,
can thus benefit from our privileged access to the latest tips,
traps, developments and insights in each sector - using us to
ensure the success of your goals.

Languages

The following languages are spoken by members of your team:

Spanish, French, German, Swiss-German, Afrikaans.

You can follow the links below directly to each source to get
information on the professional designations of our team
members. All are UK professional bodies unless otherwise shown. 

Credit & Banking

The Association of Corporate Treasurers (AMCT)
The Chartered Institute of Bankers (FCIB)
- now the Institute of Financial Services
The Society of Mortgage Professionals (CeMAP)
The Guild of International Bankers

Accounting & Information Technology

The British Computer Society (MBCS)
The Institution of Engineering & Technology (MIET)
The Association of Chartered Certified Accountants (FCCA)
The Institute of Chartered Accountants in England & Wales (FCA)
The Institute of Chartered Accountants of Trinidad & Tobago (CA)

Planning & Goal Management

The Personal Finance Society (CertPFS)
The Institute of Financial Planning (AIFP)
The Financial Planning Association (FPA®) (USA)
The Financial Planning Institute (FILPA) (South Africa)
- formerly Institute of Life & Pensions Advisors
The Certified Financial Planner: Board of Standards (CFP®) (USA)
The Caribbean Financial Planning Association (MCFP) (CARICOM)

Investments & Asset Management

The Securities & Investment Institute (FSII)
The Investment Management Consultants Association (CIMC®) (USA)

The Chartered Institute of Taxation (CTA)
The Association of Chartered Certified Accountants (FCCA)
The Institute of Chartered Accountants in England & Wales (FCA)
The Institute of Chartered Accountants of Trinidad & Tobago (CA)

Assurance & Risk Management

The Chartered Insurance Institute (ACII)
The Institute of Financial Planning (AIFP)
The Financial Planning Association (FPA®) (USA)
The Financial Planning Institute (FILPA) (South Africa)
The Certified Financial Planner: Board of Standards (CFP®) (USA)

Legacy & Trust

The Parent Care Solution (PCS) (USA)
The Institute of Financial Planning (AIFP)
The Society of Trust and Estate Practitioners (TEP)
The Certified Financial Planner: Board of Standards (CFP®) (USA)
The International Foundation for Retirement Education (CRC®) (USA)

YOUR TEAM:  Our Professional Designations Explained

(A=Associate, M=Member, F=Fellow) 
All are UK designations unless otherwise stated

ACII   -   Chartered Insurance Institute (Associate)
AIFP   -   Institute of Financial Planning (Associate)
AMCT  -  Association of Corporate Treasurers (Associate)
CA      -  Chartered Accountant - Trinidad & Tobago
CeMAP -  Certificate in Mortgage Advice and Practice
CertPFS   Personal Finance Society (Certified Member)
CFP®  -   Certified Financial Planner - United States (and UK)
CIMC®     Certified Investment Management Consultant - United States
CIP     -   Chartered Insurance Practitioner
CITP   -   Chartered Information Technology Professional
CRC®  -    Certified Retirement Counsellor - United States
CTA    -   Chartered Tax Adviser
FCA    -   Chartered Accountant (Fellow)
FCCA  -   Chartered Certified Accountant (Fellow) - Trinidad & Tobago
FCIB   -   Chartered Institute of Bankers (Fellow)
FILPA  -   Institute of Life & Pensions Advisors (Fellow) - South Africa
FSII    -   Securities & Investment Institute (Fellow)
MCFP  -  Caribbean Financial Planning Association (Member) - CARICOM
MBCS  -   British Computer Society (Member)
MIET   -   Institution of Engineering & Technology (Member)
PCS    -  Parent Care Specialist (Member) - United States
TEP    -  Society of Trust and Estate Practitioners (Member)

 
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