IFS DipFA Coursework (Due 31/10/14)

IFS DipFA Coursework (Due 31/10/14)

Some pointers…

The IFS Coursework consists mainly of a 4,000 word essay.
The essay is marked according tofinance-role1
QCF level 4 relevant academic standards (equivalent to the first year of a degree course).  As part of this, a bibliography meeting the required academic format is mandatory.  There are also three additional short questions on other topics.

The Coursework due for the end of October focuses on the use of discretionary fund management, covering the types of investment available, the tax treatment of such investments, how such investments can be beneficial or inadvisable for clients, specific compliance issues, and the potential for such investment by High Net Worth clients.

As investment into discretionary services appears to be becoming more popular, this is an important area, and thus the IFS have provided students with a relevant topic for this submission.

In preparation for one of our courses, the IFS Study Folders contain an excellent starting point for research on why and how the UK taxation regime operates, and the effects on higher earners.  By combining this information with relevant product and investment theory knowledge that shows the reader the pros and cons of such investments, students will make a start to providing a well researched essay.  Further reading and research is also required as part of this assignment.

It is essential for students to understand the referencing and bibliography requirements, and focus on a solid and thought-out structure.

Further support can be found by booking attendance at one of Futuretrend’s DipFA courses, either via the remote support option  or one-to-one tuition.

Paul Davis, BA (Hons), Cert Mgmt, Dip. PFS, Futuretrend Tutor.


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