First Service Financial
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
This examination assesses the candidate to develop in depth financial planning skills related to business.
This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.
This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
This qualification helps advisers develop and demonstrate their financial planning capabilities.
At the end of this unit, candidates should be able to demonstrate an understanding of: the main legal forms of business and how they are set up and managed; the consequences of bankruptcy or insolvency; business accounts and financial controls; the taxation of each type of business entity, its owners and employees; the main legal responsibilities businesses have to employees, suppliers and customers.
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.
This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
First Service Financial is an independent financial advisory company offering trusted, clear and professional financial advice across the UK. Whether you are seeking to build an investment portfolio, create a tax-efficient retirement strategy or looking for mortgage and protection advice, we have the expertise to provide the answer. We always provide our initial consultation free of charge to ensure that we can get to know one another, without any pressure or obligation. Please get in touch to speak with one of our local advisers.
Putting our clients firmly at the heart of everything we do enables us to run a genuinely client-focused business. In our experience, no two clients are the same and we therefore ensure that we understand your personal or business objectives and deliver solutions that are right for you. Whether it’s advice on pensions, savings and investments, insurances, mortgages or general financial planning, we provide trusted advice. First Service Financial is authorised and regulated by the Financial Conduct Authority and are proud to say we have helped serve the community for nearly 20 years
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