This qualification assesses a knowledge and understanding of the financial services industry including: regulation and ethics, personal taxation, investment principles and risk, pensions and retirement planning, financial protection
To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
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
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
Since being established in 2003, we have grown into a team of fully qualified and highly experienced individuals who offer you access to a broad spread of financial solutions . Putting you firmly at the centre of everything we do is core to our culture and enables us to run a genuinely client- focused business.
If we do this well, we believe that our relationship will be a long lasting one.
We want your experience of Red IFA to be positive in every sense and for all of your dealings with us to meet with your complete satisfaction.
We provide a personal face to face service from an experienced adviser.
Give you the opportunity to review your financial affairs regularly.
Ensure that your financial affairs are managed effectively.
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Ensure that our dealings with you are personal to your individual circumstances.
Listen to your needs and feedback.
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