To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
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
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
Our advisers will make every effort to see our clients wherever is best for them; at whatever time. Of course, we prefer to meet at our offices during business hours where we can give the best possible service; but we know that is not always possible for you. Be assured though, as our advisers have secure “offices in the cloud”, no matter where they are in the world they can securely access everything they need to provide a professional service for you.
We aim to deliver a service that is easily understood which is sometimes called a holistic approach to financial planning. This means an investment strategy is only part of the broader equation as we show in the diagram above. Together we will craft an achievable and fulfilling lifetime financial master plan. This ensures you have a clear strategy to help you accomplish your aspirations.
While unbiased.co.uk endeavours to verify the information
provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.