This qualification assesses a knowledge and understanding of portfolio investment management. If passed before September 2010 QCF 3 after then QCF 4
This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.
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 examination assessed specialist supervisory knowledge and skills in the regulatory environment.
This examination assesses a knowledge and understanding of investment products and the risks involved.
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.
To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
This qualification assesses a broad understanding of the principles of private client investment within the context of the current regulatory environment
MCSI membership is full membership of the CISI, and denotes a high level of achievement and competence. It is awarded to those with a suitable combination of qualifications and experience
Mark Dean Wealth Management are International Independent financial advisers based in London and regulated by the Financial Conduct Authority (FCA).
We provide advice to individuals and companies on all aspects of financial planning, particularly specialising with clients from overseas coming to the UK to work or live and clients moving overseas to live or work.
We are totally Independent and have no pre-conceived biases towards any particular products or investment houses, our clients benefit from advice on the broadest possible range of products and services. Whether it's investment advice, retirement planning (including all the recent changes announced by HMRC), Investor Visa, Offshore trusts & tax planning or simply restructuring existing holdings to reduce costs or administration.
We believe the most important aspect of any adviser/client relationship is trust. At Mark Dean Wealth Management we are constantly working on your behalf to cement that trust and never take it for granted.
Try us today, we have never failed to live up to expectation yet!
Mark Dean Wealth Management are International Independent Financial Advisers. We do everything you would expect a UK based IFA to do, but due to our background and experience of dealing with the more globally mobile private clients, we specialize in providing Independent financial advice to private clients who are in the main UK Resident - non Domiciles or UK Domiciliaries that have financial or family interests abroad or perhaps often find themselves working abroad for periods of time during their careers.
Mark Dean Wealth Management are members of the Federation of European International Advisers (FEIFA) .
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