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 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.
To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.
This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.
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.
Medics Wealth Management provide independent financial advice and asset management. We are proud to be Chartered Financial Planners.
We provide a client-oriented and individually tailored approach to investment and pensions advice. We have worked hard to attain Chartered status and this means high standards of professional skills and knowledge to ensure our clients receive advice of the highest quality. With additional specialist qualifications in areas relevant to retirement planning, such as Defined Benefit Pension Transfers, we are well placed to offer a broad-based, client-centered and holistic service to all of our clients.
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