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 mortgage process and the principles of equity release.
Protect and Invest are independent Chartered Financial Planners, operating across Berkshire, Hampshire and the wider Thames Valley. We provide holistic, independent advice in a professional yet friendly manner to our clients. Our advisers hold advanced qualifications allowing the firm to specialise in pensions, retirement planning, investments, protection and estate planning. We operate on a fee basis and offer an initial consultation at our expense and without obligation.
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