JPA Financial Services Ltd
The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice
This qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.
The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice
The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice
We are a small team of qualified professionals with over 100 years’ combined experience in the financial services industry. Our knowledge and experience creates a collective wisdom, which is the cornerstone of our unique service.
In our experience people don’t know who to turn to when it comes to financial services. This is particularly relevant if you’ve become financially disadvantaged as a result of losing money on investments, or if you don’t know your ‘R squared’ from your ‘Alpha’! Understanding your emotional feelings about money, together with our logical and rational approach, will help you take the right course of action. Our Mission is to provide the right solutions to the right people at the right time at the right price.
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Telephone
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Online (Live chat, video, email)
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Face to face
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