This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
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 the candidate to develop in depth financial planning skills related to personal tax and trusts.
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 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 exam accesses understanding of the financial services industry including regulation and legislation.
This exam accesses understanding of the financial services industry, and its regulation, products and processes.
We will work with you to help you realise and form your financial objectives. For many, a clear financial path is not always evident, and it is our job to help you pull together all constituent elements to build this.
Managing your hard-earned money and staying on track with your financial plan is a complex task. At Advanta Wealth, we will guide you through the evolving web of tax and pensions legislation whilst also providing insight and guidance to financial markets and how these impact on your investments. It can be difficult to make and implement such big decisions without help and expert guidance. We help you to understand and make sense of your finances, put in place investment plans for the future and crucially, monitor progress to make sure that they stay on track.
Advanta Wealth is an advocate of bespoke, face-to-face advice delivered by highly qualified and experienced financial services professionals. We provide a full range of holistic planning services, centred around the creation, protection, and distribution of wealth.
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