This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.
This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
This qualification helps advisers develop and demonstrate their financial planning capabilities.
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
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.
At the end of the unit candidates should be able to understand the use of platforms in providing financial services, the legal regulatory environment in which they operate and the ability to assess the suitability of platforms in meeting client requirements
At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills
This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.
This exam accesses understanding of the financial services industry including regulation and legislation.
This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits
This qualification accesses the advanced skills needed for advising on income planning to those in and approaching retirement
Over the years, we have worked to provide the highest standards of advice and service by ensuring that we listen and understand what is important to you, consistently delivering on our promises and keeping you up to date and well informed.
Financial Planning, Pensions, Retirement Planning, At Retirement options, Drawdown, Annuities, Pension Consolidation, Wealth Planning, ISA's, Investments, Tax Planning, Estate/IHT Planning, Inter-generational Wealth Planning, Life Cover, Income Protection, Critical Illness Cover, School Fee Planning
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