This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
The aim of the examinations is to provide Associates with the professional knowledge and skills required to undertake, after sufficient experience, a position as a pensions specialist.
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 examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.
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.
This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.
Flying Colours, is a national company and have advisers across the UK. We believe we can improve the returns of the average UK investor, through attacking the hidden costs and the benefit of personalised independent financial advice.
We build long term, trusted relationships with our clients, working to a plan for their future, with ongoing support and updates for changing circumstances gives our clients peace of mind that their money is being made to work for them.
We are independent financial advisers, being independent ensures that we can advise our clients on the best and most appropriate products and services available in the market place.
If you would like a free consultation with one of our advisers, and to find out what makes us different, please do get in touch. We're looking forward to your call.
At Flying Colours, we provide a comprehensive financial planning, we advise and specialise in the following;
• ISAs and investments
• Pensions and annuities
• Pension transfers (including Defined Benefit)
• Life and ill health insurance
• Long term care
• Estate and inheritance tax planning
• Tax advice
Whether you're planning for retirement, trying to build an effective investment strategy, or are keen to reduce your tax bill, our professional and friendly independent financial advisers can help you.
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.