One & All FS
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.
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.
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
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.
At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.
This exam accesses understanding of the financial services and their regulation.
This exam accesses understanding of protection, savings and investment products.
This exam accesses understanding of identifying and satisfying client needs.
We provide advice to both individuals and companies on all aspects of mortgages and protection. As independent advisers, our clients benefit from our being able to offer advice on the broadest range of products and services. Whether it be for standard residential, buy to let or commercial mortgages, we have many years of experience in finding the most suitable solution for our clients' needs.
We specialise in providing you with quality, professional advice that you can trust. Whatever your particular requirements we can ensure that we find the best solution for you.
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FREEmortgage review+ £50 off the
cost of advice
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Telephone
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Face to face
Your home may be repossessed if you do not keep up repayments on your mortgage.
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