To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.
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.
Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.
We are the independent financial planning arm of Sedulo accountants and business advisers. We are professionally trained and authorised to analyse your goals and assist you in setting up a bespoke and workable financial plan.
Perhaps more importantly, we are personable and deliver our advice to you without jargon, and in the level of detail you require, to be able to make the right financial decision.
Our holistic approach can also encompass our existing tax offering, allowing us to present both financial planning and tax advice, ensuring you have access to all of the best planning options available.
Our advisers hold specialist qualifications for advising on a wide range of areas including pensions, long term care and tax planning.
We can provide tailored advice on pension funds, taking into account the new pensions legislation, for those looking to access their funds in the best possible manner.
Our business ethos is to always achieve the best possible outcome for the client, and put the client objectives before our own interests. We focus on long term relationships, and ongoing reviews to ensure that you achieve your financial and lifestyle goals.
We are a truly independent adviser and can advise on all products and solutions available across the whole of the marketplace, meaning that the end solution will be best available and most cost effective.
We are a holistic adviser and we cover all areas of advice, from life cover, complex investment and retirement advice, through to personal advice.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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