Diploma in Financial Planning

Previously referred to as The Advanced Financial Planning Certificate (AFPC)

The Diploma in Financial Planning further develops advanced technical knowledge and understanding across a wide range of key advisory areas as detailed below:

• Personal taxation
• Trusts
• Business taxation
• Pension funding
• Pension income
• Investment
• Supervision in a regulated environment

Each individual unit reflects the needs required in today’s marketplace and allows advisers to develop their job role and career requirements. Completion of the Diploma provides an objective measurement of knowledge and understanding required to improve and enhance the adviser service provided to clients.

Upon completion the adviser will be eligible to use the designation DipPFS.