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.
In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.
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 assessed the knowledge and understanding of economic factors that affect risk from different investments, product features and regulatory framework of retail investments, taxation liabilities and portfolio planning.
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 examination assesses a knowledge and understanding of the legislative and regulatory position of home reversion plans and their place in the advice process.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.
Mark Wilkin is the Senior Partner in Alexander Rowan and has been an Independent Financial Adviser for over 35 years, prior to which he was in banking.
Marks experience is wide and varied, as indeed are his clients, some of whom have been with him for over 30 years.
Becoming saddened at the bad publicity given over to pensions in the press, Mark now focuses his financial advice on pension performance, using a combination of technology, experience, bespoke software and up to date valuations, along with the client’s requirements, to make sure that your pension(s) is working as hard as it can for your secured future.
We really listen to our clients and reflect to them in their own words what they want to achieve. Regularly reviewing and constantly building clients own confidence as their life changes.
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