R01 (Financial Services, Regulation and Ethics)
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

R02 (Investment Principles)
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

R03 (Personal Taxation)
This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

R04 (Pensions and Retirement Planning)
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

J10 (Discretionary Investment Management)
At the end of this unit, candidates should be able to analyse and apply financial information and portfolio management skills.

CF2 (Investment and Risk)
This examination assesses a knowledge and understanding of investment products and the risks involved.

CF5 (Integrated Financial Planning)
This examination demonstrates a solid grounding in the financial services industry and its regulation.

FP1 (Financial Services and their Regulation)
Assesses an understanding of the financial services industry, including regulation and legislation.

FP2 (Protection, Savings and Investment)
Assesses an understanding of protection, savings and investment products.

DipPFS (Diploma in Financial Planning)
This level 4 Diploma meets the FCA’s qualification requirements for retail investment advisers, demonstrating core technical knowledge and financial planning capabilities across six core areas.

CertPFS (Certificate in Financial Planning)
The Certificate develops knowledge and understanding of regulatory issues; the mechanics and purpose of the main investment products; and the process of giving advice to clients.

Certificate in Financial Planning (Life & Pensions route)
The life and pensions route builds knowledge and understanding of the sector’s role and its activities. It considers important customer needs, solutions and products, and how individuals and organisations work within the regulatory and legislative environment.

Certificate in Discretionary Investment Management
The RQF level 4 Certificate in Discretionary Investment Management develops the wealth strategy and portfolio management skills required for effective discretionary investment management. The qualification satisfies the FCA appropriate qualification requirements for this class of business.

Mark Camm

Paraplanner

mark.camm@pkfs.co.uk

0115 993 6000

9-5

Mark has more than 30 years of experience in the financial services profession. He works alongside the financial planners and the rest of the team to find solutions for our clients. This includes recommending and reviewing clients’ investment needs, reviewing and rebalancing clients’ investment holdings in accordance with their level of risk preference and supporting the administration process.

Information you need to know

Mark's qualifications

On the weekend

To relax, Mark enjoys walks in the countryside, cycling, going to the gym and swimming. You’ll also find him playing his guitar or doing a spot of DIY renovation in his home.