This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
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.
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 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 portfolio investment management. If passed before September 2010 QCF 3 after then QCF 4
JNJFM was established in 1984 and offers you a totally independent and impartial wealth management service, based on high quality, personal service and bespoke solutions.
We provide independent financial, investment, retirement and tax planning advice (particularly Inheritance Tax mitigation) to private clients, trustees, charities and corporations. We offer a portfolio management service.
With a clear focus and a thorough and comprehensive understanding of financial markets, we can help make sense of what are often seen as confusing financial or tax issues.
JNJFM offers a comprehensive independent wealth management service.
We enjoy the benefits of being a 'plain speaking', local company, but are associated with an award winning, national one.
We constantly research the best solutions for each client's personal situation and construct portfolios in the most efficient and cost effective manner, working as part of a team dedicated to achieving our clients' objectives.
We have a clear focus and a thorough and comprehensive understanding of the financial markets. We can help make sense of what is often seen as conflicting and confusing financial or tax issues.
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