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 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 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.
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.
This qualification helps advisers develop and demonstrate their financial planning capabilities.
Darren Fisher, founder of the 'Astute Money' brand has been a Financial Adviser for 30 years and offers experience and tenacity when dealing with your financial planning challenges but also offers humour and a level of practical experience that you are unlikely to find anywhere else. We deal with all areas of personal financial planning. Whether you need help with investments, retirement choices, protecting the people that are closest to you or simply need a full financial planning healthcheck - give us a call or send an email - we'd be delighted to hear from you.
Simply offering first class professional financial planning advice. Some of our clients have been with us for over 20 years.
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