To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management
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 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.
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 an ability to analyse pension and retirement planning issues.
This examination assesses a knowledge and understanding of investment products and the risks involved.
This exam accesses understanding of the financial services and their regulation.
This exam accesses understanding of protection, savings and investment products.
Active Wealth Independent Financial Advisers Ltd provide a full range of financial planning services.
We are directly regulated by the Financial Conduct Authority and provide trusted Independent Financial Advice and Estate Planning. We put our clients first at all times, and aim to exceed their expectations.
Through this approach we attract and maintain long standing relationships with our clients.
We take pleasure in assisting our clients to achieve their financial goals.
We are proud that clients tell us, due to our trust and integrity that they feel confident in our advice and they are kept informed of progress and changes. Our testimonials reflect clients' views that in a relaxed manner, we are very personable and make a complex subject easy to understand.
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for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.