Crystal Financial Solutions Ltd
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 financial services industry, including regulation, legislation and the Code of Ethics.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This examination assessed the knowledge and understanding of economic factors that affect risk from different investments, product features and regulatory framework of retail investments, taxation liabilities and portfolio planning.
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.
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.
At the end of this unit, candidates should be able to demonstrate an understanding of the: legal principles associated with the creation and management of a trust; main types of trusts that are common in the UK; taxation considerations relevant to trusts.
We offer fully independent & unbiased advice on a wide range of financial products.
We like to keep matters Simple and Clear.
We are Approachable, Fair & Honest
We have Extensive Market Knowledge
We are Professional, Flexible & Understanding
We will guide you based on your Personal Circumstances and explain to you what we are doing in an understandable manner.
If a product is not right, we will tell you.
We transact business as if we were doing the business for ourselves.
Call us today for clear professional advice.
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Telephone
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Face to face
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