This qualification helps advisers develop and demonstrate their financial planning capabilities.
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 assesses a knowledge and understanding of investment products and the risks involved.
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.
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.
BASTOW & CO is Andrew Bastow (Dip PFS) - an experienced, independent financial planning specialist with an enlightened approach to finance that focuses on practical actions, clear direction and proven results.
Trusted by clients across Yorkshire, Andrew offers a bespoke advisory service informed by over 30 years’ experience in the financial services industry and proven market insight. This expertise ensures your finances are always two steps ahead.
From the first day, Andrew works in close partnership with you to understand your needs, identify your investment goals and minimise your risks. He specialises in developing personalised investment strategies that makes your money work harder - today, tomorrow and for years to come.
WHY CHOOSE BASTOW & CO?
> Fairness and objectivity in all dealings
> Impartial independent advice
> A relentless focus on your financial security
> Continual innovation
> The information and insight you need to make a sound decision
> High standards of effectiveness and efficiency
> Open, honest and clear communication
> Accuracy, integrity and punctuality
A brighter financial future in five steps
Bastow & Co’s tried and tested 5-step process ensures you receive the right advice at the right time, every time.
1. One-to-one CONSULTATION
2. In depth EXPLORATION
3. Personal RECOMMENDATION
5. Continual EVOLUTION
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