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
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
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.
ACSI membership of the CISI, and denotes commitment to professionalism. It is awarded to those with a suitable combination of qualifications and experience.
We have a raft of experience in all aspects of financial planning and offer a highly personal and professional service to all of our clients across the UK.
We have extensive experience in investing for personal and commercial purposes, Inheritance Tax planning and individual and corporate pension schemes and transfers.
The team at KLO Financial Services Ltd has in excess of 90 years’ experience in providing financial advice and servicing clients’ investment, pension and insurance plans.
Our qualified Advisers, have in excess of 10 and 30 years experience in providing independent financial advice. Our in-house Investment Analyst provides our research and our designated Client Managers help deliver our comprehensive and personal service.
One of the team will be happy to assist you with any enquiry you may have and our first meeting is always at no cost to yourself and without obligation.
We believe that what makes us stand out from the crowd is our client-focused approach to everything we do.
Your personal financial circumstances are private and unique to you and therefore the person you come to for advice should be someone you trust.
By fully understanding your financial circumstances we tailor our advice to ensure that you receive a bespoke solution that matches your requirements.
We are not restricted in the providers, products and plans that we recommend, meaning you benefit from advice drawn from the whole of the market.
While unbiased.co.uk endeavours to verify the information
provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.