This exam accesses understanding of the financial services and their regulation.
This qualification helps advisers develop and demonstrate their financial planning capabilities.
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 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.
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.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.
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.
Associate members are experienced alumni members who have successfully completed an ifs BSc (hons) degree or Associateship qualification and undertaken a programme of post-qualification Continuing Professional Development.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry together with packaged products (pensions, protection and savings and investments) and the giving of investment advice. Chartered Institute of Bankers in Scotland (CIOBS) qualifications are subject to a separate grading with the Scottish Credit and Qualifications Framework (SCQF) - www.scqf.org.uk
To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management
This qualification is for those individuals that wish to undertake additional qualifications above the benchmark requirement and covers investment strategies, taxation, trusts and later life planning.
Having achieved the IFS Level 6 Diploma in Financial Advice, 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.
This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.
This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.
This exam accesses understanding of protection, savings and investment products.
This exam accesses understanding of identifying and satisfying client needs.
Continuum is a modern Independent business with a focus on client delivery. Our outstanding client feedback, from testimonials to our Net Promoter Scores demonstrate that we deliver what we say.
We believe that financial advice is for everyone.
Our aim is to bring our clients a lifetime financial planning experience where the advice is uncomplicated, clear and at all times meaningful.
When you choose myself and Continuum, you enter into a business relationship with an adviser, not a business transaction with a sales person. Our advice proposition is one of simplicity and clarity, delivered by a trusted and professional adviser.
We cover the following services:
Investing your Wealth
Planning and Maintaining your Retirement
Saving for the Future
Protecting your Family and your Lifestyle
Planning your Family Wealth and your Estate
Buying your Homes
We also offer advice to small businesses for the Directors and their team. We call this Workplace Solutions.
Your home may be repossessed if you do not keep up repayments on your mortgage.
Continuum (Financial Services) LLP; Registered address: As Above. Registered in England and Wales. OC393363. Continuum is a trading name of Continuum (Financial Services) LLP which is authorised and regulated by the Financial Conduct Authority. Continuum (Financial Services) LLP is a Limited Liability Partnership.
While unbiased.co.uk endeavours to verify the information
provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.