Eildon Financial
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
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 assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.
Independent Financial Advice
Specialising in independent advice in all aspects of financial planning, from pension and investments, financial planning and wealth management to insurance and mortgages.
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Telephone
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Online (Live chat, video, email)
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Face to face
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