This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
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 investments and the management of investment portfolios.
This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.
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 examination assesses a knowledge and understanding of financial protection plans.
This examination assesses a knowledge and understanding of investment products and the risks involved.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance 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.
At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills
Duncan Pilgrim is an independent financial adviser with a wealth of experience in all aspects of financial planning and pensions.
For jargon free comprehensive advice tailored to meet your individual requirements please arrange a free consultation without obligation today.
I provide a personal and confidential service to both existing and potential new clients throughout the Surrey and Central London regions. With over 12 years’ experience in the Financial Services industry, I’m confident in my ability to provide the right advice in a professional and courteous manner. I understand that all clients are different and I’m as comfortable helping new clients understand the basics of personal financial management as I am assisting experienced clients gain maximum value from their existing portfolios.
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