The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice
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.
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 qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.
City & Trust Finance was established in 1980. Based in the heart of Mayfair, until December 1998 when it relocated. Its clientele includes a mixture of business owners, professionals, senior management & sports and media people. Clients of all ages are advised by City & Trust with the aim of paying less tax and making their money work harder. Specific areas of expertise include all aspects of pensions, tax reduction and trusts on & off shore.
Listen to what people tell us -
Explain technical matters clearly -
Help clients to understand how they can plan their financial objectives to best effect.
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