The Insurance Partnership Financial Services Ltd
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 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 qualification assesses the knowledge and understanding of the UK regulation environment in the financial services industry together with various types of mortgage products and repayment options and the giving of mortgage advice. Chartered Institute of Bankers in Scotland (CIOBS) qualifications are subject to a separate grading with the Scottish Credit and Qualifications Framework (SCQF) - www.scqf.org.uk
This qualification helps advisers develop and demonstrate their financial planning capabilities.
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.
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 examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.
This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
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.
This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.
At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.
This qualification helps advisers develop and demonstrate their financial planning capabilities.
The Insurance Partnership Financial Services Ltd (TIPFS)
Make the right financial decisions for you, your family and your business with honest, expert support from The Insurance Partnership Financial Services.
Based in East Yorkshire, we’re committed to providing business clients and private individuals from across the region and beyond with expert financial advice and the right products and solutions to match their requirements exactly.
Experienced, trustworthy and dependable, our friendly team of experts have an excellent track record in helping our clients to create, grow and secure their wealth.
Taking a whole of market approach, we’re here for the benefit of you, our clients and are not affiliated with any single financial institutions or providers. You can come to us in the security and peace of mind that we’ll always act in your best interests, helping you make fully informed decisions that will benefit you now and into the future.
Our service is based on listening and understanding your personal circumstances and requirements. .
To have one of the TIPFS Team contact you, please complete the link below
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