This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.
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 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.
At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.
Established in 2001 Astus Financial Planning combines investment intelligence and expertise with cutting edge platform technology. We are Independent financial advisers and at the forefront of our minds is the peace of yours. Financial Planning is an area which can be confusing and complicated. There are many companies that promise the earth but deliver much less. We at Astus have a modern progressive approach, delivering information clearly and concisely. We aim to establish a long term relationship with each client, built on mutual trust and sound financial advice. We always review regularly, never drown you in technicalities or product push, and tailor advice to current needs as well as future aspirations. Because, Whilst our business is financial planning, our priority is people.
Helping people make the most of their money is what we do. We will work with you to understand what you already have and how much you will need to fund the future you want. We will then create a financial plan to help you get there.
Your personal wealth. Our responsibility.
A Plan For Life.
19 London End, Beaconsfield, Bucks, HP9 2HN
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