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 the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and 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, lifetime 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 examination assesses a knowledge and understanding of the legislative and regulatory position of home reversion plans and their place in the advice process.
At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.
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.
CJ Financial provides Independent Financial Advice to both individuals and companies in all areas of financial planning. Meetings are by appointment and can be held at our office near Waitrose in Ashford, your home address, place of business, or other convenient location. Initial meetings are held without cost or obligation and give you a chance to meet us before deciding whether you wish to engage us as your independent advisers.
C J Financial are growing by recommendation.
Our Investment and Pension review services have for many years been at the forefront of our financial planning solutions and provide our clients with the sleep at night factor. We regularly review our client’s portfolios and financial arrangements to ensure that they remain on track to meet objectives. We have wide experience in all areas of financial planning and use modern computer based tools to plan and give clients an insight into their financial future. Ask for a copy of our client testimonial records to see for yourself what clients are saying about C J Financial.
C J Financial, Repton Manor, Repton Avenue, Kent, Ashford, TN23 3GP
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