To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.
This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.
This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.
At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills
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.
D2 Financial Solutions is an owner managed independent financial services business serving clients in Glasgow and the Central Belt.
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