This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.
This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.
This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.
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.
This examination assesses a knowledge and understanding of financial protection plans.
This examination assesses a knowledge and understanding of investment products and the risks involved.
At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.
To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management
At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills
This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.
This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.
At MJS Financial Management we pride ourselves in offering professional financial advice and strive to provide our clients with financial security and peace-of-mind.
Once we've developed an understanding of what you're looking to achieve we'll propose a plan to achieve your goals. This can be one-off advice or involve working together to develop and implement a financial plan that will enable you to realise these ambitions.
As an Independent Financial Adviser we aren't tied to any particular products or providers so are free to select products and services from all the different providers. Plus, thanks to the Retail Distribution Review legislation, there are no commission payments on investment and savings so you can rest assured that whatever we suggest we have your best interests at heart.
We appreciate that financial planning is complex. While we don't have a crystal ball we have experience and expertise and will strive to ensure that your finances are as future proof as possible
Successful financial planning is about making the right decisions now and is a constant process of monitoring, updating and adapting. Your needs will change as you progress through life.
We help our clients create, protect and preserve multi-generational wealth. We achieve results by providing comprehensive wealth management solutions, by delivering services as a team and becoming specialists on the complex needs of our clients.
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