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 the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
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.
To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
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 qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.
This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.
This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.
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.
Structured Financial Planning are Independent Financial Advisers providing Pension, Investment, Inheritance Tax and Corporate Financial Planning advice to personal and business clients.
We have our main office in Banff but also have offices in Peterhead and Fraserburgh, all advisers are experienced and qualified.
Our Financial Planning aims to:
- build and preserve capital, tax-efficiently
- provide financial protection against risk
Most of our clients have trusted us with their financial advice over a number of years, valuing the close long-term relationships that we build and the regular reviews that we carry out.
Clients are encouraged to take an interest in their financial well-being and the growth in their assets with the on-line access to their investment portfolio.
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provided as thoroughly as possible,
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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.