This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice
This examination assesses a knowledge and understanding of financial protection plans.
This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.
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 develops advanced technical knowledge and understanding across a broad range of key advisory areas.
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.
This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.
This qualification helps advisers develop and demonstrate their financial planning capabilities.
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
The fundamental philosophy of 3D Financial Planning is that your financial planning should be multi-dimensional, taking consideration of every aspect of your financial affairs. If one area of your plan is changed, the direct effects on the others will also be examined and updated accordingly.
The holistic approach, which has been developed through many years of experience advising discerning clients, is highly valued as it enables you to have a clearer, more rounded view of your financial situation. Ultimately you should feel secure in the knowledge that your personal financial plan will achieve your objectives and lifetime goals.
3D Financial Planning provide independent financial advice to individuals, trustees and business owners to help them to build, manage and protect their wealth.
We provide clients with an exceptional level of advice and service. With years of providing independent financial advice we have built up trusting, professional relationships helping clients achieve their financial plans and objectives.
The guidance and/or advice contained within this website are subject to the UK regulatory regime, and are therefore targeted at consumers based in the UK.
3D Financial Planning is appointed representative of the Best Practice IFA Group Limited which is authorised and regulated by the Financial Conduct Authority
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