This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.
In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.
This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.
This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This examination assessed the knowledge and understanding of economic factors that affect risk from different investments, product features and regulatory framework of retail investments, taxation liabilities and portfolio planning.
Greenland Financial Planning Ltd has been providing independent financial advice in Gloucestershire since 2004.
A financial review meeting with us may help you with:
•Making the right financial decisions
•Tax efficient saving
•Investment income & capital growth solutions
•Retirement planning & pension income choices
•Protecting your family wealth
•Financial peace of mind
Regular ongoing annual reviews are available to ensure that your investments, pensions and financial plans are all on track.
Evening appointments are available at your home.
Authorised and Regulated by the Financial Conduct Authority.
We are committed to providing the highest standards of independent financial advice and customer service.
52 Lilliesfield Avenue, Barnwood, Gloucester, Gloucester, GL3 3AH
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