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 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 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
With over 25 years’ experience and more than 200 advisers across the UK, AFH Wealth Management work with you to plan your financial goals. We are a financial planning and investment management firm and we believe an effective financial plan can help you to make the most of your money.
Our independent financial advisers are supported by a team of investment and research specialists to ensure you receive the best solutions on the market for your circumstances. True to our belief that good financial advice shouldn’t cost the earth, we have removed platform fees for clients who switch to using the AFH platform*.
We believe that it is this client-focused approach has helped us to grow alongside our values of transparency, integrity, trust and respect being at the core of AFH.
AFH offer both an advisory and discretionary fund management service, one of the few advisers in the UK authorised to do so. Within this, services that we offer include; retirement planning, inheritance tax planning, business support and mortgage advice**.
*Professional advice required to determine suitability.
**Your home may be repossessed if you do not keep up repayments on your mortgage.
AFH Wealth Management is a trading style of AFH Independent Financial Services Limited, which is authorised and regulated by the Financial Conduct Authority.
14 Hollingworth Court, Turkey Mill, Ashford Road, Maidstone, Kent, ME14 5PP
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