This postgraduate finance qualification covers the areas of securities, investment, compliance, derivatives, corporate finance and operations. It provides flexibility and choice, enabling candidates to concentrate on areas relevant to their chosen career path
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This qualification assesses a knowledge and understanding of the financial services industry including: regulation and ethics, personal taxation, investment principles and risk, pensions and retirement planning, financial protection
A local friendly practice offering clear face-to-face advice and solutions in a confused market place. We always offer a free Initial Meeting with no obligation, and pride ourselves on the number of recommendations we receive from our very satisfied clients. With 24 years experience giving financial advice to individual & corporate clients we know that every clients needs vary; so we offer a bespoke range of services to suit your requirements from Retirement Planning, Workplace Pensions, Savings, Investments, Protection, Inheritance Tax Planning and Mortgages. With our friendly approach we hope to build long-term relationships and offer ongoing services and support.
As Independent Financial Advisers, we will ensure you find the best solution and will provide you with clear, transparent expert advice on your options to both individual and corporate clients.
2Plan Wealth Management, First Floor 21 Chapeltown, Pudsey, West Yorkshire, LS28 7RZ
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