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
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 enhanced general pension knowledge, particularly in pension transfers and opt-out business.
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.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
Oury Clark is a multi disciplined practice combining accountants, solicitors and independent financial advisers. The Financial Services team provide tailored advice to both private individuals and corporate clients on a range of areas.
This may include retirement and pensions advice, tax efficient investment planning, mortgage finance, estate preservation planning, employee benefits implementation and promotion, business and personal protection.
We are authorised and regulated by the Financial Conduct Authority.
We help our clients to answer life's important financial questions.
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