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 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.
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 qualification assesses a knowledge and understanding of the UK Financial services, regulation and ethics, investment principles and risk, personal taxation, pensions and retirement planning, financial protection and financial planning practice.
Gaining clarity about your values, intentions and commitments is the first step to living the life you want. The unique approach Ifamax takes to goal-based investing focuses on the importance of you and your financial advisor understanding the life you want to live.
Ultimately, money is a resource to help you live your best possible life. Because your goals are unique, we believe your investment portfolio should be, too. Your advisor will engage in a collaborative process that takes the guesswork out of investing.
*We take time to learn your goals and priorities.
*You can make clear, informed decisions.
*We build a financial plan, so that your investments can help you lead the life you want to live.
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