Raising standards in the provision of advice to those individuals seeking holistic financial planning advice.
As a member of the Personal Financial Planning Faculty (which is part of the Personal Finance Society), you will gain access to a wide range of material and support services that will enhance your ability to provide high standards of advice to your clients.
Areas of particular interest to this faculty are:
- Wraps and platforms
- Fund providers (Investment houses)
- ISAs, unit trusts, OIECS, REITs and investment trusts
- Pensions, including transfers
- Wills and trusts
- Estate planning
- National savings
- Protection
- Stakeholder products
- VCTs and EISs
What are the objectives of this faculty?
Each faculty has three core objectives. To find out more about these click here
What is the purpose of this faculty?
To find out more about the advantages of joining this faculty click here
