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 regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.
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.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.
This examination assesses a knowledge and understanding of the legislative and regulatory position of home reversion plans and their place in the advice process.
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.
To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
Walden Capital offers a comprehensive Wealth Management solution for customers with more complex needs and we look to build relationships with our clients over many years. We advise on Investments, Pensions, Finance, Corporate Benefits, Mortgages and Family Financial Planning, including Personal Insurances. We can also offer a transactional service if an ongoing working relationship is not required.
We focus on the core disciplines of efficiency, honesty, and straight forward dedication to getting the job done well.
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