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.
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
We believe that investing should be easy and that it should work for you, the way you want it. True Potential Investor is designed to give you control over your financial future. We start with your goal, which provides your motivation for investing and gives you something to track performance against. After all, we understand that you’re investing for a reason and we want to make sure you get there
Using our pioneering ‘Advanced Diversification’ approach, we create and
re-balance the True Potential Portfolios with the aim of getting the best results for investors. Through our partnerships and investment intelligence, we’ve built Portfolios that are stronger than the sum of their parts.
That’s the Science of Advanced Investing.
By using Advanced Diversification as part of our investment philosophy, we’re able to find opportunities for growth that others can’t replicate, and we achieve this with a blend of behavioural and data science that reinforces our investment philosophy.
50 Horsey Road, Kirby-Le-Soken, Essex, Frinton-On-Sea, CO13 0DZ
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