This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.
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.
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.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This examination assessed specialist supervisory knowledge and skills in the regulatory environment.
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.
This examination assesses a knowledge and understanding of the legislative and regulatory position of home reversion plans and their place in the advice process.
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.
Are you looking for something different from your financial adviser? Someone to direct and guide you? On receiving your enquiry you are invited to a preliminary meeting at our expense. The purpose of the meeting is to establish your needs and wants and secondly to discuss with you the method of payment for the services provided should you decide to proceed. We look forward to speaking to you and we know you will be glad you did!
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