This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.
This qualification assesses a knowledge, understanding and application of the different types of long-term care insurance.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
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
Richard Bishop is the Director of Premier Practice and recognised as a leading financial adviser in the industry. He’s a regular columnist for many of the leading financial publications including the Financial Times. He has lectured in financial planning at Coventry University.
Richard Bishop is an Affiliate member of STEP, the world’s leading organisation for advisers who focus on family inheritance and succession planning. He is also a member of the London Institute of Banking & Finance and holds many advanced qualifications in both financial planning, trusts & taxation.
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