To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.
In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.
This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.
This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.
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
Simpson Financial Services is a privately owned firm of independent financial advisors with offices in Coventry and Leamington Spa. Established in 2003, we have steadily grown to become a leading firm of expert financial planners working closely with personal and business clients throughout the UK.
We can provide you with a full financial planning service or you may want too limit our advice to a current area of your financial planning. We specialise in personal financial planning areas such as tax planning, retirement, investments and protection. We have a dedicated adviser to the long term care and Trustee investment sectors. We also have expertise in mortgages, commercial lending and self invested pensions.
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