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 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.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
With award winning services that help you create, monitor and achieve your financial goals True Potential has the tools that make your financial planning journey smoother and achievable. I will put you in a better financial position than before we met and with the ability to look at your progress 24 hrs a day you can be assured that we will achieve your financial plans.
We develop individual financial plans based on your needs now and in he future, with the professional standards you would expect from an award winning firm. We will work closely with you in an efficient manner to achieve your financial goals. Once these plans are in place we will monitor them to make sure they are on track and if your situation changes we can adapt the plan to suit. You are always involved in he process from start to finish and can see everything at the touch of a button with our award winning technology.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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