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.
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
This qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
Eden Financial and Wealth Management Ltd is a firm of independent financial advisers based in Woburn Sands, Milton Keynes. We provide comprehensive financial advice to private individuals, business owners and trustees. Our team of highly qualified and experiences IFAs is backed up by quality support staff, enabling us to give every single client the individual care and attention they deserve.
We provide an all-round financial planning service to meet your needs at any and every stage of life. You will notice the difference when you come to us: we’ll provide you as a new client with an individually written report on the current state of your finances, and how these could be deployed to meet your longer term objectives. Including a cash flow analysis where appropriate, your report will be followed up by a meeting at which we’ll present to you the results of our planning exercise, along with our recommendations. Ours is the truly professional approach.
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