This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.
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 portfolio investment management. If passed before September 2010 QCF 3 after then QCF 4
This examination demonstrated that the individual has a knowledge and understanding of all financial planning aspects of running a business and an ability to advise clients appropriately.
This Diploma covers Regulation, Ethics, Investment Principles, Risk and personal Taxation. Specialist units cover advising in Securities, Derivatives and Packaged Products.
MCSI membership is full membership of the CISI, and denotes a high level of achievement and competence. It is awarded to those with a suitable combination of qualifications and experience
An Independent Financial Planning firm with a team qualified as Certified Financial Planners and Chartered Wealth Managers. We have over 40 years experience s fee based advisers. Strong emphasis placed on individual attention with director level service available in all financial planning, pensions and investment matters. Clients include both private individuals,trusts and small to medium sized companies.
We have particularly strong skill sets in investment and economic analysis. We provide excellent financial planning work backed up by over 40 years of experience. Whether you have complex needs or simply need help in managing pensions or other portfolio investments we can deliver excellent results. Our small team is qualified both under the testing Certified Financial Planner award and Chartered Wealth Manager designation.
55 Dora Road, London, SW19 7EZ
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