This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
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 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.
To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management
At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills
This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.
This exam accesses understanding of the features and risks of different securities, the structure and features of the securities market and relevant factors and considerations for appropriate investment recommendations.
This exam accesses understanding of key retail financial products such as savings, investments and tax wrappers.
Focus Investment Planning was set up in 2005. We have a team of experienced consultants based in Surrey, East Sussex and West Sussex giving advice throughout the Home Counties.
We provide Independent advice on Investments, Retirement planning for both Corporate and individual clients, Protection, Inheritance Tax Planning and Savings as well as Long term care and Equity release.
Our business is built on solid foundations. Drawing on our experience and knowledge we pride ourselves on providing ongoing professional advice to new and existing customers.
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