This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
This postgraduate finance qualification covers the areas of securities, investment, compliance, derivatives, corporate finance and operations. It provides flexibility and choice, enabling candidates to concentrate on areas relevant to their chosen career path
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 examination assesses a knowledge and understanding of financial protection plans.
This examination assesses a knowledge and understanding of investment products and the risks involved.
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.
J M Wakeling Independent Financial Advisers provide a personal advice service suited to your individual needs and requirements for your future financial planning.
John Wakeling has over 23 years financial services experience including time with a major High Street Bank and an International Investment Firm.
We offer advice on a broad range of products/services from the whole market but specialise in Investment & Retirement Planning.
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