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.
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
To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management
With over 20 year's experience, Tristan Brodbeck Financial Planning Ltd was established to allow completely impartial and unfettered advice to clients throughout the country.
Take control of your money before it takes control of you! We provide a sympathetic and personal service, with realistic friendly jargon-busting financial planning.
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