Becketts FS Ltd
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 the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
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 the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.
Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.
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
At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills
Becketts FS has been operating for over the past 20 years offering high quality, honest, ethical advice to individuals, families and companies. As a family run company we pride ourselves on our family ethos and delivering value to our clients. Operating from the same office as Becketts Chartered Accountants we have chartered level tax advice at our fingertips, and as such we feel we provide a complete service. Feel free to contact us for a free initial consultation.
Being associated to Becketts Chartered Accountants and both companies operating within the same building, we have direct access to Chartered level tax planning advice. Often the principals of the accountancy practice sit in on any complicated tax meetings with clients. When that is coupled with the strong and focused investment strategy Becketts Financial Services have, our clients receive an ideal balance of investment and tax planning. This has recently been accredited in the national Money marketing Awards in which Beckett’s are one of 6 firms to be shortlisted for the best Tax and Long-Term Savings Adviser 2013 Award.
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