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
This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.
We offer help and guidance on all types of new and existing pensions, with an emphasis on providing advice to clients who are deferred members of Final Salary or Defined Benefit pension schemes. We understand and appreciate that making important financial decisions can confusing and therefore our philosophy is to work closely with our clients throughout the advice process,. We provide professional, friendly advice and guidance to help our clients fulfil their financial aims and ambitions, whatever they maybe. We are pleased to be part of the Quilter Financial Services Ltd Network who are wholly owned by Quilter Investors a FTSE 250 company.
We offer help and guidance on all types of new and existing pensions, with an emphasis on providing advice to clients who are deferred members of Final Salary or Defined Benefit pension schemes.
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