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 a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.
As a member of one of the largest networks, we are able to offer the security of being part of a leading player in the Financial Services Market and yet to give a very tailored and personal service.
We act as general practitioners to cover most individual's and business's financial planning needs.
Portfolio Planning, including Pension Investments, is a specialism.
Technical expertise with great service.
We guide our clients through the financial maze.
• The value of investments and income from them can go down. You may not get back the original amount invested.
• Tax and trust planning is not regulated by the Financial Conduct Authority.
Independent Financial Solutions is an appointed representative of TenetConnect Services Limited, which is authorised and regulated by the Financial Conduct Authority. TenetConnect Services Limited is entered on the Financial Services Register (<url hidden>) under reference 150643.
Newnham Farmhouse, 16 Low Road, Burwell, Burwell, Cambridgeshire, CB25 0EJ
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