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.
At the end of this unit, candidates should be able to demonstrate an understanding of: the main legal forms of business and how they are set up and managed; the consequences of bankruptcy or insolvency; business accounts and financial controls; the taxation of each type of business entity, its owners and employees; the main legal responsibilities businesses have to employees, suppliers and customers.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.
At the end of this unit, candidates should be able to demonstrate an understanding of the: legal principles associated with the creation and management of a trust; main types of trusts that are common in the UK; taxation considerations relevant to trusts.
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.
Positive Solutions is a trading style of Quilter Financial Planning Solutions Limited which is part of the Quilter Financial Planning Network
Established in 2006, Quilter Financial Planning (formerly Intrinsic) has grown to become the UK’s largest distributor of financial advice.
Our advisers are focused on providing the right advice and solutions for their clients, both individuals and businesses. They operate across all markets, from wealth management and retirement planning advice through to dealing with your property wealth and personal and business protection needs.
Led by a highly accomplished and experienced management team, Quilter Financial Planning has the resources, the financial strength and a track record of success to deliver invaluable guidance and support to our members.
Patrick Wilmot is a fully qualified Financial Adviser with Quilter Financial Planning Solutions Limited, a well established nationwide network.
We offer comprehensive financial advice on most areas of financial planning including Inheritance Tax Mitigation either on a fee or commission basis.
For a free initial consultation please call me on telephone number <phone number hidden> or <phone number hidden>
My main advice is on investments, pensions and inhertitance tax mitigation.
I also cover the area of family and business protection.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.