This exam accesses understanding of the financial services and their regulation.
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.
At the end of this unit, candidates should be able to demonstrate an understanding of: how the economic environment and individual company performance affects investment performance and investment decision making; how risk is measured and managed; the main principles governing how to construct an investment portfolio; the range of investment management services, how their performance is evaluated and their regulatory environment.
This exam accesses understanding of protection, savings and investment products.
This exam accesses understanding of identifying and satisfying client needs.
At 2plan wealth management Ltd, we offer
comprehensive financial advice designed to
protect and enhance your future prosperity
and have been providing financial planning
solutions for clients since 2007."
I provided specialist advice to range of individual clients in all aspects of financial planning, as a result I have demonstrable knowledge, qualifications and experience.
I specialise in the following areas:
-Pensions & Retirement Planning
-Investments & Savings
-Inheritance Tax Planning
I work on a fee basis. All costs will be discussed at our first meeting, which is free of charge.
2plan wealth management Ltd is authorised
and regulated by the Financial Conduct
Authority. It is entered on the FCA register
(<url hidden>) under reference 461598.
Registered office: 2plan wealth management
Ltd. 3rd Floor, Bridgewater Place, Water Lane,
Leeds, LS11 5BZ. Registered in England and
Wales Number: 05998270
While unbiased.co.uk endeavours to verify the information
provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
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.