This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.
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.
We follow the tried and tested formula designed to help us fully understand what you need, and the best way to achieve it. Our four-stage process is what we like to call the ‘Sandringham Way’.
Discovery & assessment – to find out more about you and your needs.
Research & recommendation – to make certain our suggested financial plan meets your objectives.
Implementation – to make sure your plan is both agreed and made ‘live’ in a hassle-free way.
Review & administration – to ascertain if changing market conditions or personal circumstances require a shift in thinking.
Your home may be repossessed if you do not keep up repayments on your mortgage.
While unbiased.co.uk endeavours to verify the information
provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
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.