To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.
Charles Dean Ltd, is an independent and well respected firm of Financial Planners who are experts in pensions, trusts, taxation planning and protection.
We are the trusted providers of Pension, Taxation and Wealth Management knowledge to several regional accounting and law firms.
We pride ourselves in having specialist knowledge and experience working with senior professionals and property investors of all levels.
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