This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.
At the end of this unit, candidates should be able to demonstrate an understanding of the: main tax and legal frameworks that govern the accumulation phase of building up retirement benefits under registered pension schemes; features of defined contribution and defined benefit pensions; choices faced by early leavers and use of transfer value analysis; State retirement benefits available, including the risks and suitability of contracting out of the State Second Pension.
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.
This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.
To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management
At KPW Investments we pride ourselves on providing a professional service over the full spectrum of your financial needs.
We work with you and your family over the long term, ensuring that your financial goals are on track. What makes us different from other financial advisers is our focus on providing the most personalised tailored service to each and every one of our clients. Our single priority is to help all of our client achieve their financial goals.
We really focus on delivering excellent face to face individual service and unlike IFA's we can also advise on shares.
KPW Investments is authorised and regulated by the Financial Conduct Authority.
Registered Address 7 Royal Crescent, Glasgow G3 7SL
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