This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.
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.
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 the candidate to develop an understanding of the financial planning process when giving advice to clients.
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.
This examination assessed the knowledge and understanding of economic factors that affect risk from different investments, product features and regulatory framework of retail investments, taxation liabilities and portfolio planning.
At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.
This qualification assesses a knowledge and understanding of portfolio investment management. If passed before September 2010 QCF 3 after then QCF 4
At the end of this unit, candidates should be able to demonstrate an understanding of: how the economic environment and individual company performance affects investment performance and investment decision making; how risk is measured and managed; the main principles governing how to construct an investment portfolio; the range of investment management services, how their performance is evaluated and their regulatory environment.
This qualification is for those individuals that wish to undertake additional qualifications above the benchmark requirement and covers investment strategies, taxation, trusts and later life planning.
This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.
Kingston Smith Financial Advisers Ltd is a progressive Chartered financial planning and wealth management business with a commitment to providing a high quality service tailored to the individual needs of each client. We are enterprising in our approach, providing bespoke solutions to clients using products and services from carefully selected UK and international financial institutions. We have 7 financial planning advisers with over 100 years experience of advising high net worth individuals.
We are committed to helping our clients meet their financial and personal objectives. We will work with you to build a long-term relationship so that we can firstly identify your specific and general financial objectives and then create a clear strategy that will allow these objectives to be achieved.
We take a holistic approach and offer a fully independent financial advice service. We have expertise in tax-efficient investing, pension, estate and retirement planning, and family and business protection. We are also able to call upon the specialist services of Kingston Smith, top 20 chartered accountants and business advisers.
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